The main financial event of the third quarter at the economic symposium at Jackson Hole, saw Fed Chair, Jerome Powell, state that while headline inflation has dropped considerably from its peak…
Investment Comment
October 2023
Investment Comment
September 2023
August’s major financial event took place in Jackson Hole, Wyoming as members of the Federal Reserve gathered for the annual economic symposium. In…
Investment Comment
August 2023
In July, the common theme among markets was an easing of headline inflationary pressures, with data showing greater falls than anticipated in many…
Investment Comment
July 2023
Headlines in the US for much of second quarter were dominated by the ongoing talks between President Joe Biden and House speaker Kevin McCarthy, with the deadline to raise the US debt ceiling…
Investment Comment
June 2023
In May, politics took centre stage in markets as investors waited for a resolution on US debt ceiling negotiations while, elsewhere, leaders of…
Investment Comment
May 2023
Throughout April, investors searched for indications as to the likely path for macroeconomic policy, as many central banks have begun to taper interest…
Investment Comment
April 2023
The first quarter of 2023 was positive overall for global markets, despite worrying developments in the banking sector. The major news headlines came in March, with the collapse of mid-size US lender Silicon Valley Bank (SVB). …
Investment Comment
March 2023
February was a mixed month for global markets. UK and European equities rose in value, however the MSCI ACWI ended the month 2.0%…
The Federal Reserve (‘Fed’) held rates steady again at the 1 November meeting, in line with analysts’ predictions. Fed Chair, Jerome Powell, indicated…