Are We in a Stock Market Bubble?
The four most dangerous words in investing are: ‘this time it’s different’ Sir John Templeton, 1993.
Understanding Gilt Yields
Gilt yields have recently been the subject of news interest. But, looking through the noise, are gilts a poor investment today?
December 2024 Economic and Market Report
In December, we learned that consumer prices in the UK rose by 2.6% in the 12 months to November, up from 2.3% in October.
November 2024 Economic and Market Report
In November, we learned that consumer prices in the UK rose by 2.3% in the 12 months to October, up from 1.7% in September.
UK Autumn Budget 2024
In the buildup to Labour’s first UK Budget for 14 years, it was widely expected that Chancellor Rachel Reeves would announce a tax-and-spend approach with the dual purpose of fixing the UK’s damaged public finances and stimulating economic growth.
February 2024 Economic and Market Report
February saw diverging fortunes in markets, with stocks performing well while fixed income markets were largely down. Within fixed income, it…
January 2024 Economic and Market Report
In December, the annual level of UK Consumer Price Inflation rose to 4%, up from 3.9% in November (with a…
December 2023 Economic and Market Report
In November, the annual level of UK Consumer Price Inflation fell to 3.9%, down from 4.6% in October. It is…
November 2023 Economic and Market Report
November saw positive news on inflation – UK CPI data for October fell to 4.6%, a notable drop from 6.7%…
The FCA’s New SDR & Investment Labels Regime – Early Insights
On Tuesday, the FCA released a 212-page Policy Statement on Sustainability Disclosure Requirements (SDR) & Investment Labels. These new rules will…