Recent Posts

  • Global Risks - you can’t Trump these | Fri 17 Jan 2020

    Topic: Market commentary

    For a number of years we highlighted the twin problems of debt and demographics, and the political risks if the politicians did not get to grips with their implications.

    As debt levels increase to ever more giddy levels, the diversion of capital and payments of interest act like sucking oxygen out of the economy.
    As populations age, consumer spending is more subdued and State commitments rise.
    And lack of political leadership has allowed unelected central bankers to make it up as they go along, and a bad situation in 2007-2009 is now even worse. [read more]

  • What’s Hot? What’s Not? UK cracks on. US cracks up? | Fri 17 Jan 2020

    Topic: Market commentary

    Looking at the main asset classes it’s been a strong second half to 2019 for equity sectors, while bonds have been dull. This is a contrast to the end of 2018 when the majority of sector averages were negative.

    UK Smaller Companies is the top performing sector, while just three sectors slip into negative territory for the last 6 months of 2019. Technology has continued to do well along with China, Asian and Emerging Markets while the US has started to flag by comparison. [read more]

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