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    UK Comment: Where are we now?

    What are we talking about? The situation in the UK remains…fluid. We wanted to take stock of events over the past two weeks. What have we seen? Quite a lot! Here’s a quick selection 1. On September 28th, The Bank of England stepped in to back-stop the gilts market “on whatever scale is necessary to […]

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    Market Comment: Good News, Bad News

    What are we talking about? Sometimes we’re simple creatures in a binary world. Usually, good news is….good. If the economy is strong, that bodes well for households, for companies and, valuations caveats to one side, for stock prices. But it’s not always that simple. Sometimes, good news is bad. If you’re concerned about inflation, for […]

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    Turbulence creeps back into markets – Monthly Market Roundup

    After a period of decent growth in the summer, September was another difficult month for financial markets. In particular, the situation was rocked by growing inflationary fears and the continuing conflict in Ukraine.  Perhaps counterintuitively, one positive from the month was the downward revision of company profits, which made valuations look slightly more attractive, particularly […]

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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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