News

JANUARY 2022 MARKET UPDATE

— Jan 21, 2022
JANUARY 2022 MARKET UPDATE We are currently quite pessimistic about global equity and bond markets. Regular readers will know we have become...

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NOVEMBER 2021 MARKET UPDATE

— Nov 30, 2021
NOVEMBER 2021 MARKET UPDATE Little has changed since our update last month. Inflation continues to rise and the central bankers base position of...

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OCTOBER 2021 MARKET UPDATE

— Oct 7, 2021
OCTOBER 2021 MARKET UPDATE For the second quarter running we have seen most equity and debt markets seemingly acting as grown ups - plodding along -...

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AUGUST 2021 MARKET UPDATE

— Aug 25, 2021
AUGUST 2021 MARKET UPDATE We have been optimistic about the potential for returns from equities for a long time, reinforcing that view by adding to...

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JULY 2021 MARKET UPDATE

— Jul 30, 2021
JULY 2021 MARKET UPDATE Our concerns over equity valuations, particularly in the U.S, are rising again. Over the last twelve months the US stock...

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JUNE 2021 MARKET UPDATE

— Jun 29, 2021
JUNE 2021 MARKET UPDATE Markets have continued their goldilocks drift upwards - limited gains but very low volatility. Equities are rising, fixed...

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BITCOIN REVISITED

— Jun 9, 2021
“Everything you don't understand about money combined with everything you don't understand about computers”.                        ...

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APRIL 2021 MARKET UPDATE

— Apr 30, 2021
APRIL 2021 MARKET UPDATE March saw global equities take a dip mainly due to the rise in bond yields. Global bond yields have been at record levels...

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MARCH 2021 Market Update

— Mar 30, 2021
MARCH 2021 MARKET UPDATE There was little in the way of significant events over the period other than a continuation of the rotation we wrote about...

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FEBRUARY 2021 Market Update

— Feb 24, 2021
FEBRUARY 2021 MARKET UPDATE Global stock markets have mostly held onto the gains made following the strong performance since November 2020 although...

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