Financial News

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

Quarterly Market Overview – October 2021

“I am a lead pencil – the ordinary pencil familiar to all boys and girls and adults who can read and write” – I, Pencil, My Family Tree as told to Leonard E Read It is perhaps worth remembering that what happened in 2020 was a once in a lifetime event. The recession was man […]

“Howay the Ladds Monthly Spotlight” – October 2021

We had a great question on whether the current rally can continue. So, this month we look at inflation, and can the global rally last? October Spotlight – Is inflation transitory, and will the global rally last? Every year we get a new buzz word: this time around it seems to be “transitory”. The idea […]

“Howay the Ladds Monthly Spotlight” – September 2021

Welcome to the first monthly update from LWM. Each month we take a look at a topical subject, share some market statistics, look at which funds are doing well and where the money is going, and then share some thoughts from fund managers. We hope you enjoy this first edition! September Spotlight – China an […]

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 […]

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