Strategic Insights

Our Investment Committee meets on a quarterly basis to consider market conditions and the relative values of asset classes. Its views are then used to guide the strategies that are applied to each of our clients by their expert advisers, in accordance with their unique circumstances.

Focus shifts from Covid to inflation

Focus shifts from Covid to inflation October 2021 Economic Performance & Outlook “If you can show me one thing that’s cheaper today than it was before the pandemic I’d be surprised.” That quote from a fund manager in the Financial Times... read more

Covid-19 – the on/off switch?

Economic Performance & Outlook It would appear that the Covid era of economic malfunction is nearing its end – for much of the economically developed world at least. With an advanced vaccination programme taking place, businesses are reopening and restrictions are... read more

All Change?

Economic Performance & Outlook Markets and economists have an uneasy relationship with inflation – too much and it destroys savings and dulls economic activity as the exchange of goods and services becomes less certain. But too little can be just as stultifying... read more

Covid 19 in the rear-view mirror?

Economic Performance & Outlook John Maynard Keynes said, “when the facts change, I change my mind.” That’s key to understanding the way financial markets are operating now. With a range of vaccines now projected to have significant success in protecting... read more

What a difference a few months make

Economic Performance & Outlook Back in January, policy makers set out growth projections for this year and next, relying on past experience to (reasonably) accurately forecast growth. Now, after a few months living with the Covid-19 virus, the range of scenarios... read more

Uncertain, but more risky on the downside

Economic Performance & Outlook There’s no doubt that it has been an unusual and often confusing time in markets. The benign equity markets of 2019 defied the challenges of geopolitical uncertainty. Inflation remains unlikely to rear its head in the near future,... read more

No end to Central Bank support

Economic Performance & Outlook Since the crash of 2008, markets have craved a return to the conventional economic cycle of the post second world war era. A cycle of around five years provided a period of super growth followed by a slowdown, with governments (or... read more

Investors made skittish by uncertainty

Our Investment Committee meets on a quarterly basis to consider market conditions and the relative values of asset classes. Its views – looked at in more detail below – are then used to guide the strategies that are applied to each of our clients by their expert... read more