News

Market Update 29th July 2024

News: 29 July 2024

The summer reporting season is in full swing. Results so far have generally been reasonable, although we’re still awaiting releases from many of the most significant companies. We are five short of a full magnificent seven complement, for example.

Market Update 22nd July 2024

News: 22 July 2024

JD Vance was previously only known to me as the author of a book called Hillbilly Elegy, which later became a Netflix film. It’s an autobiographical story about his working-class origins in the Appalachian mountains and how he overcame a difficult childhood to go to Yale.

Market Update 15th July 2024

News: 15 July 2024

What a day of sport yesterday which is being dubbed as the Spanish Double. Alcaraz beat Djokovic in straight sets in the men’s Wimbledon final, defending his title. He is now a four-time grand slam winner at 21.

Market Update 8th July 2024

News: 08 July 2024

The 2024 General Election saw markets react with classic British understatement. Arguably, that’s because the large majority Labour won was approximately what was expected. But there hasn’t been a tidal wave of support behind the party. Its share of the vote has hardly changed since 2019.

Post-Election Commentary

News: 05 July 2024

Market Update 1st July 2024

News: 01 July 2024

In the wake of the Brexit referendum in 2016 Nigel Farage said “We may be close to Nexit. We could be quite close to Dexit”. He is referring here to the Netherlands and Denmark following the UK out of the EU. At other times he has claimed Sweden, Austria and Italy will be leaving as well. Italy has a far-right government, as do Hungary and Poland.

Market Update 24th June 2024

News: 24 June 2024

Swiftonomics is a definition which was coined in 2023, and refers to the economic influence of Taylor Swift. Last year both Taylor Swift’s Eras tour and Beyonce’s Renaissance tour caused a few global economies to have a surge in inflation. They weren’t the only reason, but they certainly added to it.

Market Update 17th June 2024

News: 17 June 2024

You might remember towards the end of last year we did an Innovation looking at total (government + non-financial corporate) debt across various countries. Japan was at the top, but some of the next countries down seemed surprising. Sweden, Switzerland, France.

Spring Investment Conference 2024 Write-Up

News: 13 June 2024

Market Update 10th June 2024

News: 10 June 2024

Contrary to what some might think, we research folk are normal people. That means that when spring has sprung, we too enjoy the days getting longer and the extra pep in people’s steps. But there is another reason we think summer is indeed more lovely and more temperate.