Economic and market insight
Review of the week: The Queen’s people
Review of the week: A platinum reign
A long and honourable reign has ended. We are deeply saddened by the passing of Queen Elizabeth II, and our thoughts are with the Royal Family.
Review of the week: Now what, Prime Minister?
After a lengthy political vacuum over the summer, incoming prime minister Liz Truss must move fast to get to grips with a daunting set of challenges. An energy price cap (costing billions) seems inevitable.
Review of the week: Bailey’s warning
The Old Lady of Threadneedle Street is putting off a ghoulish vibe, giving people the chills despite the summer drought.
Review of the week: England’s pride
A faultless tournament from the English women’s football team lands a team of dreamers a top-shelf prize, offering a welcome ray of good news in a tough year.
Review of the week: All eyes on the US
The eyes of the world’s markets are firmly on the US as it gears up for a critical week of economic data releases and corporate earnings announcements.
Review of the week: Hotting up
The central banks’ fight against inflation blazes on, now joined by boiling weather all over the Northern Hemisphere. Why does Europe have the toughest path ahead of it?
Review of the week: No, Prime Minister
It’s bye bye for Boris after one scandal too many, yet it shouldn’t affect UK markets much if at all. Meanwhile, the Bank of England is making sure British banks are as safe as houses.
Review of the week: A tale of halves
It was the worst six months in 50 years for US stocks, yet the market is still comfortably higher than before the pandemic struck. Risks have risen, but there’s also room for optimism.
Review of the week: Back to the future
A solid drop in bond yields helped boost stocks and reminds us of the earlier days of ultra-modern monetary policy. Meanwhile, gas prices see-saw on the Atlantic fulcrum.
Pages
Treat yourself
London has been extremely busy in a sun-drenched summer, yet a difficult winter looms. Sustainable multi-asset investment specialist Rahab Paracha asks whether luxury brands are a counterintuitive way to invest defensively in a recession.
Reasons to be cheerful
With a tough winter approaching, our head of multi-asset investments David Coombs has dusted off the barbell. All the exercise has made him chirpier than usual.
Tomorrow Never Knows
After a hard day’s night investing clients’ cash, our head of multi-asset investments David Coombs has neglected his own savings. Yet given the Bank of England’s tough stance, are there now savings rates worth shouting about?
My Generation (Z)
If you have to ask what’s going on, you’re too old. Lucky for you, our sustainable multi-asset investment specialist Rahab Paracha is (almost) young enough to get down with the kids.
Snubscriptions
With inflation running hot, senior multi-asset investment specialist Craig Brown takes stock of his forgotten subscriptions.
Peak inflation?
As our head of multi-asset investments David Coombs balks at the cost of a couple of cups of coffee, he explains why he thinks inflation may be getting close to peaking.
Can cloud computing withstand the heat?
With inflation as hot as London in July, the technology sector has been buffeted more than most. But equity analyst Ben Derber explains why cloud computing may prove to be especially resilient.
Bye Bye Bojo
As the Conservative Party spends the summer trying to find a new leader our head of multi-asset investments David Coombs looks at the potential impact on economic strategy.
Silver linings in the cloud?
Structural, long-term investment themes are particularly important at the moment as investors worry about the short-term outlook for many businesses. Equity analyst Ben Derber argues that cloud computing should enjoy a decade-long spending boom as enterprises seek to harness the benefits of this powerful new technology.