Financial News

This section is a collection of pieces commenting on economic, political, legal and regulatory news as it relates to financial markets.

Adjusting to the new normal

Last Thursday the markets were rattled, and there was no specific reason for this however, it serves as a reminder that we are not out of the woods yet. In an update with Franklin they stated that no-one knows the path of the virus, or direction of economies, and we are entering a phase where […]

A sense of optimism – news from the frontline – 5th June 2020

A lot can happen in two weeks; the UK recorded the sunniest spring since records began in 1929, and the driest May for 124 years, the previous record was in 1948. On Monday, we were given some more freedom, and a road map to when things may gradually return to some normality. Tonight (Friday), we […]

News from the frontline – 22 May 2020

As the volatility in the market starts to ease, we are seeing the number of investor updates from fund houses slow. It does not necessarily mean the markets have tested the bottom, but rather there is not a great deal more to share at this stage. What we know is that there will be unemployment, […]

News from the frontline -15th May 2020

It is now over seven weeks since we went into lockdown. How times have changed; we have completed over 60 fund manager interviews already this year, and each week we speak to at least ten different investment teams. Even as recently as February, to speak or listen to a fund manager would normally mean attending […]

Views from the frontline – 7 May 2020

Listening to the Berkshire Hathaway annual meeting recently with over three hours of questions and answers by Warren Buffett, I was impressed with the ease with which he used the words “I don’t know”. It seemed quite liberating to know that it is okay to admit we do not know what the markets will do […]

Views from the frontline – 1 May 2020

In a week where the FTSE100 tipped back over 6,000 (briefly!) we have split the update into five themes – psychology and society, health, global economics, the role of technology, and environmental issues. This reflects the nature of the different discussions we are having, and all provide different and interesting insights. Psychology and Society Validea’s […]

Andrex is the new gold

This morning we have seen the markets react negatively to the drop in oil prices; last week, fear was driven by central bank action and this all started with concerns over the impact from coronavirus. At times like this, advisers tend to run to ground; looking back over the last 10 years, our blogs tend […]

It feels scary – but we can feel positive

We are writing this early Monday, with markets down substantially. We take the view that these are the times when clients need to hear from us with hopefully good information and considered analysis of the causes and effects of the events taking place. We have no expectation of being right, but it will be less […]

Quarterly Market Overview – January 2020

“To expect the unexpected shows a thoroughly modern intellect” – Oscar Wilde I thought it might be fun to start by pulling out some of my thoughts from January 2019: Eurozone Crisis 2 – another Greek style crisis; there are no immediate signs of this happening Military action – we saw drone strikes by Iran […]

Quarterly Market Overview – October 2019

A key element of my job is meeting and talking to different investment managers. All managers will argue they are different but what really interests me is when a manager explains that short term noise is just that. If I asked people what the two key factors causing uncertainty in the world are, they would likely respond with Trade Wars and Brexit; the problem with this is that often we miss out on what is actually going on in the bigger picture.

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