Asset Class Commentary November 2022
Political turmoil had continued to plague the UK with the appointment and subsequent removal of Liz Truss.
Asset Class Commentary October 2022
Will they, won’t they? Backtracking and indecisiveness are the key themes this month. Whether we are talking about the UK government or Elon Musk, deals and plans are being thrown against the proverbial wall and what is actually sticking? Apart from inflation, not much.
Bond Yields and Prices – September 2022
With inflation and interest rates rising there has been a lot of talk about bond yields. But what are they, and what do they mean for investment markets?
Asset Class Commentary September 2022
The recent rally in equity values has come to an abrupt halt as investors’ short-lived expectations that the US Federal Reserve will not continue to raise interest rates at the same magnitude as previously turned out to be false.