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    We’ve rebalanced our portfolios

    An important part of Moneyfarm’s service is to make changes to our client portfolios when the need arises. In this latest rebalance, we’ve maintained our portfolios’ conservative positioning.  The outlook for Europe’s economy is difficult, with the ongoing energy crisis adding to a situation of slowing growth and high inflation. In response, we have decided […]

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    UK comment: Not-so-mini budget

    What are we talking about? The Chancellor announced details of a so-called “mini budget” on Friday. The policy signals were quite significant and the market reaction was abrupt. What was notable? There are a number of pieces of news that caught our attention. 1. Tax cuts and Growth: The new government is focused on economic […]

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    How to prepare for record inflation

    Inflation figures, which reached 9.9% in the UK in August, are the highest we’ve seen in a generation. The situation, which is unprecedented for many, has caught people off guard and a lot of people don’t fully grasp what high inflation materially means and how to react to it. In this article, we’ll answer some […]

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    Why the current recession is unusual

    Since the start of summer, one of the most pressing questions for investors and politicians alike has been whether or not the US is actually in a recession.  Part of the question is semantic, but it’s of great importance to investors. The US is, after all, where the greatest concentration of our equity investments is […]

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    US Macro Comment: Non-Farm Payrolls

    What are we talking about? Non-farm payrolls data in the US is usually a focus of investor attention. The view at the AAT morning meeting before the release was that strong employment data would be taken negatively by financial markets – as a sign that the Fed would need to stay hawkish to slow down […]

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