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Investment commentary, news & insights
US PRESIDENTIAL ELECTION RESULT – NOV 2024
As I write this on a gloomy Remembrance Sunday morning, the Arizona result has just…
BUDGET SUMMARY – 31 OCT 2024
The first Budget from the new Labour government was anything but subdued. Although some of…
INVESTMENT COMMENTARY – OCTOBER 2024
Early in the third quarter of 2024, the seemingly inexorable rally in the tech sector…
PRE-BUDGET TAX CHECKLIST – SEPTEMBER 2024
As the UK government prepares for the October budget, the anticipated tax changes will play…
INVESTMENT COMMENTARY – AUGUST 2024
We reported on the Fed’s lack of ambition in loosening monetary policy earlier in August.
INVESTMENT COMMENTARY – JULY 2024
Since we last wrote to you, so much seems to have transpired; Trump was nearly…
INVESTMENT COMMENTARY – JUNE 2024
We first drafted this piece two days ago (please forgive us if there are any…
INVESTMENT COMMENTARY – MAY 2024
As May draws to a close it has been a significant month for a number…
INVESTMENT COMMENTARY – APRIL 2024
The closing act of April witnessed equity markets reaching new highs, propelled there by investors’…
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