News

Market Update 6th November 2023

News: 06 November 2023

This year has been all about pairs, two sets of pairs in particular – inflation and interest rates, and AI and the Magnificent 7. Today we focus on the latter pair. AI has been a hyped theme and will inevitably do great things for our society when it is used properly. We just have to get through some ups and downs first.

Market Update 30th October 2023

News: 30 October 2023

Whether it is governments or football teams, debt has become something of a dirty word, but is a key driver of economic growth. In the US, all categories of debt have increased markedly since 2008 in nominal terms but overall debt levels have stayed about the same as a percentage of GDP.

Market Update 23rd October 2023

News: 23 October 2023

Market Update 16th October 2023

News: 17 October 2023

Market Update 9th October 2023

News: 10 October 2023

Market Update 2nd October 2023

News: 03 October 2023

Monday 2nd October 2023. The start of a new week, a new month and a new quarter. It is a typically warm and dank autumnal morning here in Cornwall: one of those heavy mizzles that registers no rainfall, but which soaks everything. It is reassuringly familiar territory.

Market Update 25th September 2023

News: 26 September 2023

It is only a few weeks since we predicted the ditching of the 2030 target for electric and hybrid car sales, so that announcement comes as no surprise to us. Mr Sunak’s green credentials have long appeared to us as, may we say, weak.

Market Update 18th September 2023

News: 19 September 2023

Market Update 11th September 2023

News: 14 September 2023

There are surely no three words less likely to engage a reader’s attention than “the Federal Reserve”. The mere mention of the world’s premier central bank is enough to induce an oddly simultaneous shudder and yawn. But please bear with me.

Market Update 4th September 2023

News: 07 September 2023

It has been a strange summer in a strange year. A former US president has been arrested and charged with 91 felony counts across 4 states. He self-declared his height and weight in line with Muhammed Ali in his prime. He’s a one-man crime wave, but there is an idea going round this might help him get re-elected in 2024.