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A modern version of an old story.

— Mar 22, 2023

Bank runs are almost as old as banking. But familiarity does not make them any more comfortable when they happen. The failure of Silicon Valley Bank,...

FEBRUARY 2023 MARKET UPDATE

— Feb 20, 2023

The Inflation peak is in. But that doesn’t mean rate hikes are done. Last summer’s British heat wave was an excellent example of what...

JANUARY 2023 MARKET UPDATE

— Jan 19, 2023

JANUARY 2023 MARKET UPDATE The FTSE100, a good measure of UK equities, was essentially flat over the course of 2022 which suggests a measure of...

SEPTEMBER 2022 MARKET UPDATE

— Sep 25, 2022

SEPTEMBER 2022 MARKET UPDATE We finished our July Integra piece on a sombre outlook: “Over the coming months and possibly years we must be more...

AUGUST 2022 MARKET UPDATE

— Aug 31, 2022

AUGUST 2022 MARKET UPDATE Equity and bond markets have rallied strongly since the lows earlier this summer. Part of this can be attributed to a...

JUNE 2022 MARKET UPDATE

— Jun 28, 2022

JUNE 2022 MARKET UPDATE As we previously warned, US equity markets (i.e. the tech laden Nasdaq and the broader S&P 500) are now firmly in bear...

APRIL 2022 MARKET UPDATE

— Apr 25, 2022

APRIL 2022 MARKET UPDATE Markets saw several dramatic turns of events during March. As widely expected, the US Federal Reserve raised...

MARCH 2022 MARKET UPDATE

— Mar 3, 2022

MARCH 2022 MARKET UPDATE The key figure which markets are now focussed on is the monthly inflation number in the US. The most recent print in...

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...

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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