Market movement

Strategy

Real podcast problems

As deflationary disappointment continues, we think that structural drivers are making it hard to generate wage inflation. As central banks all try to bluff it out, I take a tour of the pressures facing the US, UK and Europe and what we think it means for asset classes.

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Portfolio Thinking

Summer Viewing

If 2016 was the financial market equivalent of gripping TV drama with surprise plot twists, 2017 has been the year of test pattern TV. So far in 2017, worries about North Korea, the French elections, or President Trump-related developments have only had short-lived and localised impacts on markets. So is there anything we need to be watching this summer?

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Macrobites

May's day coming in June

In an unscheduled announcement, Theresa May has declared her intention to call a general election on 8 June. This snap election will be almost three years ahead of schedule. Below we address the five most pertinent questions likely to be on investors’ minds.

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Economics

Could the US Fed be Trump's greatest obstacle?

President Trump will try to talk markets, countries and companies into supporting his policy agenda, but he might find that the Fed turns out to be the greatest obstacle to his goal of rapid US growth.

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Macrobites

Life can only be understood backwards, but it must be lived forwards

December is a good time to slow down (just a little) and take stock. 2016 has certainly been a year for the political history books. As we approach 2017, the main thread running through most of our thoughts is how we adapt to these new changes and move forward.

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Strategy

Trump wins - what's on the cards?

In a largely unexpected result, the US electorate has voted for Donald Trump to become the next President of the United States. While this heralds a significant period of uncertainty, there are the signposts we can keep an eye on to help navigate these uncertain times.

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Strategy

Breaking the bonds: USA versus the rest of the world

Global bond yields are on the rise, but the reasons why vary by region. So the question is, how high could yields go? And which countries could be 'the good, the bad and the ugly'?

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