Latest insights

25 November 2022 < 1 min

Six minute strategy - Has the UK rediscovered fiscal prudence?

With the UK economy now in recession, inflation above 11% and industrial action likely across the public sector, it is easy to become a permabear of UK assets. However, with sterling climbing sharply over the quarter and the latest budget "striking the right balance between fiscal responsibility and...

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16 November 2022 3 mins

The week in markets - 16 November 2022

As we eagerly anticipate the chancellor's Autumn Statement, we focus on US inflation and what the decline in UK GDP means for markets. US CPI surprises to the downside, stock markets soar US inflation figures showed a slowing in the rate of price rises, up 7.7% over 12...

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11 November 2022 < 1 min

Six minute strategy - What's keeping us up at night?

Small but steady moves in the market and political paralysis in the US have seen a quiet recovery in equities over the past week... but we're not out of the woods yet. A lack of disposable income in the UK, increased quantitative tightening from the central bank, and...

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8 November 2022 4 mins

Thinking thematically: fintech and insurance at compelling valuations

The plunge in growth stocks since the equity market highs of 2021 has been remarkable, providing an attractive entry point into a number of long-term structural growth themes and recession-resistant businesses. Most recently, we have been making the most of attractive valuations in fintech and insurance to add...

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