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Background May turned out to be another strong month for financial assets. Equities led the way, with the NASDAQ Composite up 6.9%, the...

Background It started to sink in that interest rates in the US would stay higher for longer. Inflation was proving stickier than expected...

The Newt, Somerset (only for lunch!) March 2024 Background It was easy to make money in March; equities, bonds, commodities, gold, and...

Background February proved to be a profitable month for equities, particularly in Japan. The Nikkei 225 index experienced a surge of...

Background Following the super end to 2023, in January came the hangover. Equity and bond markets started on the wrong foot before...

Background It was a tremendous end to the year for equity and bond investors. Inflation on both sides of the Atlantic came in below...

Background Markets staged a welcome recovery in November. Good news on the inflation front led to a drop in government bond yields. US...

Background Another miserable month for financial markets. Government bonds and equities both fell. It started with continued weakness in...

Formentor, Mallorca

Lady Anne's Way - Between Hawes and Nateby Background Central Banks either side of the Atlantic did not let encouraging news on inflation...

Back and refreshed after hiking the Herriot Way in the Yorkshire Dales. Background Good news on inflation. In both the US and, at last,...

Background The Federal Reserve, encouraged by improving news on the inflation front, paused rate hikes at its June meeting. The Federal...

Background Monthly inflation remains the most eagerly awaited news in financial markets. Investors are desperate to call the peak in the...

Background A semblance of calm returned to markets after the unease in March caused by the sudden death of Silicon Valley Bank. Equity...

Background March saw the spectre of another banking crisis raises its ugly head. It started with the Chairman of the Federal Reserve...

Background After the promising start to 2023 in January, markets were a little more circumspect. Concerns grew that inflation might not...

Background It was a brisk start to 2023, with equity markets and government bonds posting solid returns. Markets were looking forward to...

Background 2022 was a challenging year for investors. It marked the end of the 40-year bull market in government bonds, the end of the...

November 2022 Background The "pivot" point for markets, if not the Federal Reserve, came on the 10th of November with the publication of...

Battersea Power Station October 2022 Background In the face of increasingly grim news, financial markets rallied during October. The...