Latest insights

20 March 2023 5 mins

Banks fall victim to the battle against inflation

Sharp rises in interest rates are taking their toll on the banking sector, which could cause central banks to delay further rises while they assess the damage. This is not a time for bravery in portfolio construction: we maintain a modest underweight to global equities. After the Financial...

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17 March 2023 < 1 min

Six minute strategy - How deep is the crisis?

Flat financial markets for the first few months of 2023 belie the turmoil beneath the surface: sharp rises in interest rates are taking their toll on the banking sector, which could cause central banks to pause rate rises while they assess the damage. Does this change where we...

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27 February 2023 < 1 min

Six minute strategy - One year on...

Last Friday marked one year since Russia’s invasion of Ukraine. The geopolitical, energy and food ramifications that were triggered caused extreme concern around the world and threatened a global recession. Thankfully, our worst fears have not materialised. Global growth has been impacted much less than we’d dare hope...

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3 February 2023 < 1 min

Six minute strategy - The outlook for sterling

It is difficult for investors to remain upbeat when reading headlines of weak economic growth, nationwide strikes, and relatively high taxation forecasts. What is even more difficult then, is to notice the economic positives that are so easily missed among the noise. In this week's six minute strategy...

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