Review of the week: Tighter money
The years of loose money are coming to an end. That will cause some short-term upheaval in markets, but if economies remain strong stocks should soon bounce back.
7 mins
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The years of loose money are coming to an end. That will cause some short-term upheaval in markets, but if economies remain strong stocks should soon bounce back.
7 mins
Bond yields have been climbing almost as much as investors’ worry levels. Pausing to remind ourselves what central bankers are trying to achieve – and how stocks typically react – is helpful.
6 mins
With COVID cases starting to roll over – in the UK at least – and investors settling down for some old-fashioned Fed watching, everyone is hoping 2022 will be a bit more like pre-pandemic times.
6 mins
Another COVID-blighted year has passed. Yet, for all the turmoil, 2021 was a great one for markets.
5 mins
Déjà vu in the UK. With COVID cases mounting once again and restrictions piling up, everyone is wondering whether Christmas will be cancelled once again.
5 mins
Market sentiment has been swinging wildly lately, but in this week’s review chief investment officer Julian Chillingworth explains why he thinks the supply of festive spirits won’t run dry.
7 mins
Official statistics are in flux as UK policymakers ponder their plans for the future. Meanwhile, third-quarter US company reporting is off to a great start.
6 mins
Investors grapple with change as inflation rides higher and economic growth bounces back. Central bankers must come to terms with the new environment as well or risk making bad decisions.
6 mins
Bondholders sell government debt aggressively as inflation concerns mount, but are investors overpaying for inflation protection?
6 mins
Arguably the greatest welfare programme in UK history has come to an end. That should bring clarity to labour markets and free up workers for more resilient businesses.
5 mins
Higher inflation is starting to leak into central bankers’ plans for interest rate hikes and ‘tapering’ of QE. Meanwhile, the UK suffers an energy crisis as the COP26 climate summit approaches.
8 mins
The children have returned to classes and the adults seem to be drifting back to the office. The pandemic still looms large though, affecting travel, spending and taxes.
7 mins
Ready to start a conversation? Please complete our enquiry form, we look forward to speaking with you
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The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.