Multiple rate rises predicted as inflation surges to 30-year high

CPI inflation rose by 5.4% in the 12 months to December 2021, the highest rise since 1992, according to the latest ONS statistics.

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The World In A Week – Are we in for a wild ride?

Written by Richard Warne. It was a real mixed bag last week in terms of returns within the equity markets with the MSCI All Country World Index down -0.6%, and the S&P 500 in the US down -1.1%…

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UK GDP beats consensus forecasts but experts warn of bleak data for 2022

UK GDP returned to pre-pandemic levels during the month of November following growth of 0.9%, according to the latest figures from the Office of National Statistics, although industry commentators…

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The World In A Week – Taper Tantrum Two?

Written by Cormac Nevin. After an exceptionally strong 2021, markets started the New Year on a weaker footing. Equities as measured by the MSCI All Country World Index were down -1.7% in GBP terms.…

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The World In A Week – Concentrate on the Concentration

Written by Millan Chauhan. Over the last week, Apple’s market cap has exceeded $3 trillion, the first company to do so in history.  In October 2021, Microsoft overtook Apple as the world’s most…

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Rate rise ‘back on the table’ as inflation hits 10-year high

Our Chief Executive, Derrick Dunne, comments on the 4.2% rise in inflation from October and how this may affect interest rates.

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The World In A Week – Inflation – we’re bubbling hot, hot, hot!

Written by Richard Warne. For those of you as old as me, you may well remember Pato Banton releasing a song called “bubbling hot” back in 1992, and this is how inflation is acting right now.  On…

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Services sector recovers to pre-pandemic levels

Our Chief Executive, Derrick Dunne comments on the upsides from the poor monthly GDP growth figures:

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The World In A Week – Data, data everywhere, but what should we think?

Written by Shane Balkham. “A turn in sentiment has seen whip-sawing changes in markets and is creating a volatile environment for the end of the year.” The Rime of the Ancient Mariner seems rather…

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The World In A Week – Beware Greeks Bearing Letters

Written by Cormac Nevin. Last week markets had a placid start, until Friday, when fears about the discovery of what was dubbed the “Omicron variant” of COVID-19 descended upon markets like a flock of…

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The World In A Week – The price is right?

Written by Millan Chauhan. Last week, UK inflation data came out revealing that the cost of living rose by 4.2% in the 12 months to October 2021 which exceeded initial estimates of 3.9%. The figure…

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Fund selectors’ top ESG picks for November

With COP26 dominating the investment agenda this month, and the Financial Conduct Authority stressing green will be in everything it does from now on, here are five asset allocators' top ESG picks…

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