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House Report Q4 2022
After years of extraordinarily low interest rates, the return to normality was never going to be easy.
As central banks raise rates against a backdrop of ongoing conflict in Ukraine, extended lockdowns in China, and a political merry-go-round in the UK, it is no surprise that markets are unsettled.
In the latest House Report, our investment experts explore the current issues facing investors today and search for the opportunities amongst the turmoil.
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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 - 23 November 2022
Welcome to our weekly macroeconomic round-up, where we spotlight a few of the most significant events of the last week. UK inflation surprises to the upside UK headline CPI inflation jumped to 11.1% year-on-year in October, beating both consensus expectations of 10.7% year-on-year and the Bank of England’s...
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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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