Macrobites

Are we approaching a market peak?

With the equity rally looking set to complete a ninth year – the investment question on everyone’s mind is simple: can it continue?

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Macrobites

Doing it for the kids

When you’ve already had one great idea, it can be daunting trying to find another that tops it, like our mannequin challenge last year! But the team has pitched together to bring you our very own investments interpretation of the 12 Days of Christmas to raise money for our charity, Children with Cancer UK (CwCUK).  If you can't wait to donate, visit our Justgiving page.  

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Macrobites

What policy challenges could move markets?

The Bank of England, the European Central Bank and the US Federal Reserve all tightened monetary policy in 2017. Should investors be prepared for more of the same next year?

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Macrobites

Politics, policy and (market) peaks

While our forecasts for 2018 follow a similar trajectory to 2017, a healthy dose of potential risk lurks in the shadows. For a different take on the Asset Allocation team’s outlook for next year, here’s an insight into the regular debate at our team meetings in the first of a three-part series focusing on our discussions on each of the three Ps of politics, policy and (market) peaks.

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Economics

Goldilocks - will the porridge ever overheat?

We're currently in a Goldilocks environment - not too hot, not too cold. How long can this last? Structural forces are depressing inflation but cyclical pressures are intensifying. Even if the microwave is less powerful than before, if you keep zapping the porridge for long enough, surely it will eventually overheat?

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Economics

A postcard from South Africa

The outlook for the South African economy and assets remains uncertain. Adding to the uncertainty are the upcoming elections of ANC leadership which could bring a range of outcomes for the market.

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Strategy

A FOMO Market

In at least one respect, I can identify with Millennials: FOMO. The ‘fear of missing out’ on things such as Game of Thrones, tickets to FC Cologne vs Arsenal, that perfect powder run on my snowboard holiday or front row seats at my daughters’ nativity plays. But looking at markets at the moment, it’s pretty obvious I’m not the only one with FOMO!

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