Big in Japan
After languishing behind its western counterpart for years, is it finally time for a Japanese renaissance?
Don’t Let Inflation Impact Your Wealth
With inflation still running high and interest rates rising, remaining in cash can impact your wealth over time if you avoid equity markets altogether
Banking in Crisis - A repeat of 2008?
When it comes to their constituents, some indi-ces do not always list one major driver of per-formance: currency.
The currency effect - boosting FTSE100 performance
When it comes to their constituents, some indi-ces do not always list one major driver of per-formance: currency.
What’s under the bonnet?
With more and more tech companies listing elsewhere, has the UK lost the investing race? Or is it simply the tortoise in this tale?
Healthcare - Fit for all markets?
Timing exposure to segments of the healthcare sector has proved vital for investors.
Is the inflationary environment leaving you feeling deflated?
While global equity markets have struggled over the past year, exposure to global natural resources has powered investor returns.
Finding opportunities…where there’s muck there’s brass
While the FTSE350 is down year-to-date, the performance of some sectors has been quite varied.
Do bonds lose the plot when inflation runs hot?
Wondering why bonds have struggled along with equities this year?
Emerging from a strong US dollar
In this current environment of rising rates and slowing economic growth, the US dollar (USD) has become a safe-haven asset, which usually leads to challenging times for emerging markets (EM).
Our summer of discontent?
With more job vacancies in the UK than unemployed people contributing to 40-year inflation highs, a summer of strike activity is bound to lead to economic uncertainty and market turbulence ahead.
Gobsmacked at the forecourt?
With the average price of petrol almost £1.80 per litre in the UK it now costs £100 to fill a typical family car according to the RAC. No doubt the war in Ukraine, which has led to sanctions on Russia, has had a major impact on recent prices but what other factors are at play?
Why USD is the only ‘stable coin’
In times of market volatility, especially in equity markets, USD reigns supreme.
Key Points
• The US is less effected by events in Ukraine and their economy seems reasonably strong compared to other countries, despite inflationary pressures overall.
• The US is acting more aggressively in terms of monetary tightening, relative to Europe or Japan.