Markets were initially hopeful that the Labour Party’s July 2024 victory would drive growth. However, these expectations were dampened by negative rhetoric from…
Investment Comment
January 2025
Investment Comment
October 2024
In Q3 2024, inflation took a back seat as markets focused on elections, central bank cuts, and worsening economic data. On July 4,…
Investment Comment
July 2024
The second quarter of 2024 was marked by falls in inflation rates, with Emerging Market economies generally making more headway than their Developed…
Investment Comment
April 2024
2024 marks a global election year with eight of the world’s 10 most populous countries either having already been, or going, to the…
Investment Comment
January 2024
The Federal Reserve (Fed) once again held rates steady at 5.25–5.50% at its 13 December meeting. However, Chair Jerome Powell signalled that the…
Investment Comment
December 2023
Chancellor Jeremy Hunt delivered the Autumn Statement on 22 November, which included a cut to Class 1 National Insurance contributions from 12% to…
Investment Comment
November 2023
The Federal Reserve (‘Fed’) held rates steady again at the 1 November meeting, in line with analysts’ predictions. Fed Chair, Jerome Powell, indicated…
Investment Comment
October 2023
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…
Markets started 2025 strong, though trade uncertainty, rate concerns, and DeepSeek’s unveiling caused jitters late in January. February saw rising US growth fears…