Financial News

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

Unpicking the news

“The optimists. Oh, they were the ones who said, ‘We’re going to be out by Christmas.’ And Christmas would come, and Christmas would go. Then they’d say, ‘We’re going to be out by Easter.’ And Easter would come, and Easter would go. And then Thanksgiving, and then it would be Christmas again. And they died […]

Quarterly Market Overview – January 2021

“To expect the unexpected shows a thoroughly modern intellect.” ― Oscar Wilde, An Ideal Husband As we entered 2020, there was not a great deal that concerned us. We felt the China/US trade tensions would calm down as the first agreement was set to be signed, there was optimism that Brexit would be sorted in […]

News from the frontline – December 2020

“Sometimes you will never know the value of a moment until it becomes a memory.” – Dr. Suess This is the last “news from the frontline” for this year. Entering 2020, we were cautiously optimistic. The UK was facing political stability which it had not seen since the Blair/Brown days, and the US and China […]

News from the frontline – 20 November 2020

When we started this year there was a fair amount of optimism, then COVID-19 fundamentally changed so many things and accelerated transformations that in many cases were already in play. As we entered a second lockdown in England, there was a sense of positivity within our ranks. Although I had resigned myself to a Trump […]

Thoughts from the front line….20th October 2020

This quarter the focus is on the US election, Brexit, and the virus. When we look at the US Election the polls seem to indicate a Biden victory, but as the voting system (Electoral College) favours the Republican party, we should not rule out a surprise. If we consider Brexit, we are experiencing brinkmanship, and […]

Just another quiet week

This will be our final update for a few weeks. We aim to resume at the beginning of September unless something happens in the meantime. Most economies have moved from the initial phase of lockdown to second and third phases, which are a mix of restarting and adjusting to the new normal. The economic data […]

Quarterly Market Overview – July 2020

“To expect the unexpected shows a thoroughly modern intellect” – Oscar Wilde Looking back, at the start of the year we said we should not underestimate the unexpected but all things being equal 2020 might be a good year for equities. It seemed a bold statement but there wasn’t exuberance in the markets, the tensions […]

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, […]

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