9th January 25
Very interesting to watch how the major central banks are applying different strategies in their rate setting, against a backdrop of stubborn inflation around the 2.7% mark across the Western worl...
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18th November 24
Amid talk of a correction or crash on Wall Street in 2025 (from the likes of Capital Gearing’s ( CGT ) perennial bear Peter Spilling), we suggest the owners of AVI Global ( AGT ) with its focu...
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13th November 24
Insofar as interest rate sensitive asset diversifiers (such as commercial property and quasi-utilities) is concerned, the UK Budget and US election result has changed the immediate landscape for m...
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29th April 24
As appetite for risk assets has increased - driven by the consensual expectation of cheaper money ( “it’s only a question of when, not if, interest rates fall” ) and “travelling is better than ar...
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11th March 24
This report can be summarised by saying that economic activity in most of the world’s developed economies is sluggish suggesting that inflationary forces are abating and that central banks will ...
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2nd January 24
A significant weakening in inflation and economic activity over the past three months has prompted market commentators to believe that the peak in interest rates has been seen and that, by contras...
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15th November 23
Two months ago, we wrote “Growth has stalled, and posed the question “but is that bad for markets?” Since then we have witnessed terrible atrocities in Israel and loss of life in Gaza which has ...
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15th September 23
Most financial commentators would agree that growth in the economies of many of the world’s major developed countries has stalled as inflation has proven to be more persistent, which in turn has p...
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17th July 23
Looking at the first half of 2023, it was a period in which economic data disappointed and fell short of consensus market forecasts. In particular, domestic inflation and UK interest rates turned ...
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23rd May 23
Following recent articles highlighting the attraction of investment trusts which appear undervalued, by reference to the worth of their underlying assets, in response to readers’ requests, this bl...
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