Journal
Wealth Management Matters
Quarterly Market Commentary
Global equity markets showed varied performance in late 2024, shaped by macroeconomic challenges and political events...
Superficially Sentient and the Magnificent Bribe
In a remarkably prescient piece, the social critic Earnest Mumford in ‘Technics and the Nature of Man’,...
A Week of Data Surprises and Central Bank Caution Sparks Market Volatility
This past week has been nothing short of eventful, with a flurry of economic data releases and central banks around the world making pivotal announcements...
Navigating the Economic Maze
Last week, Europe saw high inflation data making headlines in countries like Spain, France, and Italy. ...
Contrasting Economic Landscapes - Europe's Contraction vs. America's Resilience
Data releases for the month of August have brought stark contrasts between economic performances across different regions...
A Delicate Balance Amidst Economic Signals
As we wrap up another week in the financial markets, it's apparent that equities have maintained a relatively flat trajectory, punctuated by some notable daily fluctuations...
Navigating Shifting Economic Prognosis and Global Implications
In the world of global markets, the tides of economic performance are showing signs of change...
A Week of Contrasting Forces and Potential Investment Opportunities
The US employment data release indicated a strong jobs market, providing further reassurance to investors about the health of the US economy...
Inflation Surprises in Europe and Japan
Two weeks ago, the US inflation numbers provided some relief as they came in better than expected. However, last week, it was Europe and Japan that sprung surprises...
Changes in Yields Impact Equities, Economic Data Mixed
Last week was truly eventful, with significant changes in the global financial markets. Fixed income markets experienced a notable shift as yields crossed the 4% threshold in the long end....
Global Markets Respond to Strong US Economic Data and Persistent Inflation in Europe
The economic data released in the US last week indicated a strong and robust economy...
Hawkish Tone from Chairman Powell and Bank of England's Surprise Rate Hike Drive Market Sentiment
The focus of the financial markets this week revolved around the hawkish sentiment expressed by Chairman Powell during his annual state of the economy address to Congress...
Equity Markets Rally as ECB Raises Rates and Fed Pauses
Last week was dominated by decisions from two of the biggest central banks: the US Federal Reserve (Fed), and the European Central Bank (ECB)...
Market Performance Signals Optimism Despite Rate Hikes
TLast week, the financial markets witnessed rate hikes by both the Reserve Bank of Australia (RBA) and the Bank of Canada (BOC)....
Mixed Signals in Equity Markets, Consumer Stocks, and Employment Trends
The theme continues in having equity markets looking at economic prospects and the glass half full as opposed to anything that could derail the progress....
Inflation in US and Europe Higher than Expected
Last week was a busy one which saw plenty of releases. On the economic front, inflation in the UK was higher than expected, at +8.7%....
Emotion vs Logic in Investing
Investing is quite simple: buy low and sell high. So why don’t all investors benefit from the simple philosophy that governs the process of the most successful investors globally?...
Japan Shines Bright While US Markets are Reminiscent of the Dotcom Era
The brightest ray of sunshine in global markets came from Japan. Q1 GDP growth was seen to be much stronger than expected, at +1.6% annualised.....
BoE Raises Rates While US & European Markets Remain Flat
The most significant news pertaining to economic data releases was that of the Bank of England raising the reference interest rate....
Interest Rate Hikes Overshadowed by JPMorgan Takeover
Both the US Federal Reserve (the Fed) and the European central bank (ECB) raised interest rates last week ....
Tech Earnings Dominate to Provide Upward Push
It was the big tech earnings that dominated the releases last week....
Strong Performance Despite the Lows
Last week was relatively uneventful in terms of major data releases; other than the UK, where inflation remained above 10% and retail sales remained weak....
Short but Promising Week
Last week was a short one, since Easter Monday was a holiday in many countries....
Europe Exhibits Renewed Optimism
Last week saw the release of soft manufacturing numbers out of the US....
A Positive Sign for Investors
Last week saw a strong performance for equity markets, with the US markets up 3% and....
The Battle Against Inflation Continues
Last week was a dramatic continuation of the previous one....
Events in the US Dominated the Week
Last week started on Sunday, really. The US Government took control of Silvergate and Signature banks...
Momentum From Previous Week Continues
The past week saw equity markets rally significantly in the US...
Economic and Financial Data Released This Week
This week was marked by heavy economic and financial releases...
More Britons Insure Their Homes Than Their Lives
Studies show that people in the UK generally place more emphasis on...
Six Things to Consider as You Approach Retirement
We spend our working lives building towards retirement...
Intergenerational financial planning
COVID-19 increases desire for sustainable investing for half of UK adults...
Time for pensions to contribute towards building a better world
New landmark report from the United Nations on the state of climate science...
Top pension tips if you’re about to retire
Understanding your options and putting a plan in place...
Making inheritance gifts from surplus income
Are you making use of this useful and much under-utilised exemption?...
Setting Clear Financial Goals
Reaching those milestones starts with setting clear financial goals...
New Year, new start to your finances
Taking time to understand your financial plans will really pay off
