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House Report Q3 2022
The first half of 2022 saw the worst start for US equities since 1970, with no single sector in positive territory except energy. We are by no means out of the woods yet, and markets may have further to fall.
So caution today, but as the economic glass starts to clear we explore the host of opportunities for long-term thematic investors in our latest House Report.
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The week in markets - 10 August 2022
Welcome to the weekly macroeconomic round-up, where we spotlight a few of the most significant events in the last few weeks. US labour market remains red hot in July The US continued to grow employment, adding over 500,000 jobs in July, more than double consensus forecasts. This increase...
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The week in markets - 3 August 2022
Welcome to the weekly macroeconomic round-up, where we spotlight a few of the most significant events in the last few weeks. US Fed raises rates as economy contracts for the second quarter The US Federal Reserve (Fed) raised rates by 0.75%, the second such rise in two months....
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Six minute strategy - 29 July 2022
The great tug of war between inflation and recession makes tracking the global economy today remarkably difficult. A spate of gloomy news – from a contracting Chinese economy to further fallout from the war in Ukraine and the prospect of a mild recession in the US – presents...
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The week in markets - 28 July 2022
Welcome to the weekly macroeconomic round-up, where we spotlight a few of the most significant events in the last few weeks. UK inflation hits a new 40-year high The cost of living squeeze in the UK shows no signs of abating. The Consumer Price Index (CPI) continued to...
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