Apr 28, 2023
Commentary The Chief Economist of the Bank of England has recently acknowledged the impact of inflation on the UK economy, noting that wages and investment returns have not kept pace with the rising cost of living. Trade unions have expressed their discontent with...
May 19, 2022
Commentary I hope you’re keeping well and I hope all of us enjoy much better days ahead for the rest of this year. Few people could have predicted last year that we would have war in Europe, Sinn Fein the largest political party in Northern Ireland, and government...
Jun 7, 2021
Commentary We are finally emerging from the worst of the impact of the pandemic. It is too early to determine just how much will have permanently changed but it will be one of the greatest peacetime changes ever. Working from home and in-store retail shopping are two...
Feb 8, 2021
Commentary The two words I have heard most often to describe the current state of the global economy are “strange” and “interesting”. In the UK, despite the mishandling of the pandemic, the government have been very effective at vaccine procurement relative to Europe....
Aug 19, 2020
We continue to live in strange times although the end is in sight as far as the pandemic is concerned. What is amazing is the lack of interest in Brexit given how it had dominated the media coverage and houses of parlament over previous few years. The virus has...
Jul 28, 2020
Many academic papers have been written about the impact of asset allocation on investment returns and risk. The vast majority conclude that it is more influential than any other factor and therefore asset allocation is at the heart of our investment philosophy. “Ask...
