What are we talking about? As we think about the challenges facing the Bank of England, we look at slowing growth, rising inflation, poor consumer confidence and a still robust labour market. We wanted to explore that a bit more. What do we see? Consumer confidence is weak. The chart below shows a diffusion index […]
What are we talking about? The Bank of England raised its base rate by 50 bps today to 1.75%. That hike was largely in line with market expectations. The accompanying forecasts, however, make unpleasant reading and point to a longer period of pain for UK households than the Bank had previously expected. What about some […]
What are we talking about? We thought it was worth looking over some of the key issues in markets at the moment. Details: There are a few contrasts that are worth considering. First, investor sentiment looks poor. The chart below comes from the most recent Bank of America survey of fund managers (via Zero Hedge). […]
China is going through a difficult economic patch. High levels of youth unemployment, a slump in the housing market and sluggish economic growth are putting Beijing under pressure, while GDP for the period between April and June grew but just 0.4% when compared to 2021. This is the worst performance seen in China since 1992, […]
It has been a stressful couple of weeks for the Eurozone. Government bond spreads – which measure the level of financial risk in the area – have been under pressure from political uncertainty in Italy and changes to monetary policy. In this context, stocks have performed positively, reflecting investor confidence that solutions to most of […]
As we reach the halfway point of 2022, our CEO and co-founder, Giovanni Daprà, has taken the opportunity to check in with our clients and give an update on both Moneyfarm and the markets. It’s been a tricky six months, after a prolonged period of relatively consistent growth stretching back to the period following the […]
It is safe to say that it has been a bumpy start to 2022. With inflation rising in the UK reaching the highest levels in 40 years and the Ukraine Crisis continuing on, it has become increasingly difficult for investors to navigate the markets. How should I use my ISA allowance? As a wealth manager, […]
What are we talking about? Boris Johnson has resigned as Prime Minister after days of unrest and over 50 resignations from government. It’s a little bit of a relief, but we don’t think it has a particularly significant impact on financial markets or our portfolios. The chaos in Westminster couldn’t really continue given the tidal […]
If there is ever a time to get your investments in order, it’s the beginning of the new tax year. With allowances reset, now is the opportunity for investors to evaluate their plans for the coming year, where their money sits, and how they should contribute in order to make the most of their money. […]