Our Portfolio Management team at Moneyfarm constantly monitors and assesses market developments, managing your portfolios with the aim of achieving solid, long-term returns alongside strong risk management. Looking at the falling inflation rates, analysts’ expectations for 2024, and the increasing difficulty for central banks to sustain the “higher for longer” narrative, we believe that, in […]
Growth and inflation have, as usual, been the focus of attention this week. In the US, we saw some revisions to third-quarter GDP figures, which revised higher – suggesting that the economy expanded by 5.2% quarter-on-quarter – a remarkably strong figure. At the same time, a measure of inflation (Core PCE prices) was revised downwards […]
Find a company that works, pay the right price, wait patiently for its value to grow, and live for almost 100 years, all while building the world’s largest investment conglomerate. Seeing the world through Charlie Munger’s eyes, success in life and investments is a recipe that requires few ingredients. Munger, who passed away this week […]
As with all investing, your capital is at risk. The value of your portfolio with Moneyfarm can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may be subject to change in the future. Last week’s Autumn Statement from Chancellor Jeremy […]
In this week’s Asset Allocation team observatory, Chief Investment Officer Richard Flax offers his thoughts on the Autumn Statement, the German deficit and Eurozone growth, plus a quick update on a healthy US economy. UK Chancellor between a rock and a hard place The Chancellor’s Autumn Statement dominated news in the UK last week. At […]
With the Russian and Ukrainian armies engaged in exhausting trench warfare, Europe is about to enter its second winter without Russian gas. Exactly a year ago, on the threshold of a colder-than-expected season, concerns revolved around costs and energy security. A looming energy crisis was considered one of the main uncertainties for the value of […]
By Dario Fabbri, geopolitical analyst and director of Domino magazine. After almost two years, the Ukrainian war is experiencing a prolonged phase of stalemate, with either side seemingly unable to make a breakthrough. This was explained by the Ukrainian Chief of Staff, General Valery Zaluzhny, who deemed any significant progress on the ground highly improbable. […]
Watch Moneyfarm’s Chief Investment Officer Richard Flax speaking to CNBC’s Karen Tso and Stephen Sedgwick live this morning, giving his views on the main economic drivers impacting markets right now. Richard Flax: Richard is the Chief Investment Officer at Moneyfarm. He joined the company in 2016. He is responsible for all aspects of portfolio management […]
The latest inflation data from the US and the UK confirmed a trend towards slower price increases, and in both countries, the numbers came in slightly below the numbers that analysts had expected. The (very) familiar chart below shows year-on-year inflation for the US, the UK and the Eurozone. Inflation is normalising, but remains above […]
