Stress and tension exacerbated by geopolitics A worsening Russian economy Asia and Big Tech have their own problems to content with Now is a good time to grab cheap stock If your investments are sound… then you need do nothing Stress and tension exacerbated by geopolitics Global stock markets have shown further signs of stress […]

Monetary policy will need to be tightened What can the International Energy Agency do about rising oil prices? Gold shines bright in an inflationary world The direction for financial markets remains unclear But that does not mean zero attractive investment opportunities Monetary policy will need to be tightened We are now in a period of […]

Global markets to 2 April 2022 Mixed performance and even some rallies The west needs to find alternatives to Russian energy supplies Retail sales slip as inflation rises Covid is not done with us yet Some changes in our asset allocations Mixed performance… and even some rallies Global stock markets have delivered mixed performances, but […]

Global markets to 18 March 2022 World reaction to Putin’s brazen “military exercise” Central banks move to tackle inflation An early end to the asset purchasing programme in the EU Equity markets creep back up It’s those unknown unknowns again World reaction to Putin’s brazen “military exercise” Financial markets continue to be rocked by events […]

Global markets to 25 February 2022 First inflation… now an invasion How much will sanctions really hurt Russia? Bear market or recession? Corrections are just… part of life But the markets will endure First inflation… now an invasion On Thursday morning, the world awoke to the news that President Putin – despite numerous assertions that […]