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What is the YOU Investment & Asset Allocation Committee and how does it make decisions?
April 4, 2024
In this video our Client Relationship Manager, Nick Heath, interviews Chris Ayton, one of our Fund Managers on the YOU Investment & Asset Allocation Committee and how it makes decisions.…
The World In A Week – Fed Confidence, UK Recession Confirmation, and Stock Gains
April 2, 2024
Written by Ashwin Gurung In the US, The Federal Reserve’s (the Fed) preferred inflation measure, the core Personal Consumption Expenditures (PCE) price index, which excludes food and energy, rose in…
Two Minute Missive 26 March 2024
March 26, 2024
In this video our Client Investment Director, Shane Balkham, explores today's market trends and considers how our team safeguard client investments through smart diversification strategies, ensuring…
The World In A Week – Two become none
March 25, 2024
Written by Shane Balkham Following on from last week’s update, there was some good news on inflation in the UK, with a downward surprise for the headline Consumer Price Index (CPI) rate. Wednesday’s…
The World In A Week – Print Preview
March 18, 2024
Written by Millan Chauhan This edition marks almost exactly 12 months since the US banking crisis unfolded, which saw three mid-size banks fail after the mismanagement of their portfolio…
UK adds 20,000 jobs in February as unemployment rate remains steady
March 12, 2024
The number of payrolled employees in the UK is estimated to have increased by 0.1% (20,000) in February, according to data from the Office of National Statistics today (12 March). The number of…
The World In A Week – It’s Coming Home
March 11, 2024
Written by Chris Ayton As well publicised, the UK equity market has been unloved for many years now, particularly if you look at the more domestic mid and small capitalization universe. Although…
The World In A Week – First mover advantage
March 4, 2024
Written by Millan Chauhan. The latest figures released by the Commerce Department Bureau of Economic Analysis in the U.S. revealed that the personal consumption expenditure (PCE) price index figure…
Two Minute Missive – 29th February 2024
February 29, 2024
In this video our Client Investment Director, Shane Balkham, explores today's market trends and considers how our team safeguard client investments through smart diversification strategies, ensuring…
The World In A Week – Californian Gold Rush.v2
February 26, 2024
Written by Cormac Nevin Markets continued their strong run for the month last week, with the MSCI All Country World Index returning +1.4% in local currency terms and up +0.7% in GBP terms; capping a…
The World In A Week – No roses – just recessions and rising inflation
February 19, 2024
Written by Ashwin Gurung. Last week, the official data showed that at the end of last year both the UK and Japan economies fell into a technical recession. This was an outcome neither of the nations…
The World In A Week – US markets soar, while Japan reaches new highs
February 12, 2024
Written by Dominic Williams Last week, the S&P 500 Index, regarded as the primary gauge for US large-cap stocks, achieved a historic milestone by surpassing the significant 5,000 mark for the…