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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...

September 2022 Background It was another challenging month for financial markets. The trigger for a further sell-off in bonds and...

Storm clouds!

Background After a dismal first half, July saw the second half off to a good start. The US led the way with the NASDAQ up 12.3 per cent...

June 2022 Background June was a miserable month leading to the S&P 500's worst first half since 1970. In the UK, it was the worst month...

May 2022 Background The war in Ukraine entered its fourth month, with the impact on commodity prices becoming more serious. Food and...