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House report Q4 2020
A delicate balancing act
In this quarter's edition of the House Report, we ask how, in the midst of the worst economic downturn in living memory, is it possible that the majority of global asset prices are higher than they were before the virus emerged last December.
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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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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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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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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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