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Beaufort Analysis No. 308 – Weather Forecast
“Earlier on today, apparently, a woman rang the BBC and said she heard there was a hurricane on the way…well if you’re watching, don’t worry, there isn’t!” The famous words of Michael Fish’s 1987…
Beaufort Analysis No. 307 – Between Scylla & Charybdis
Market volatility continued over the course of the last week leaving the MSCI USA Equity index down -3.0% in USD terms for the month to date, while the MSCI All Country Global Equity index is down…
Beaufort Analysis No. 306 – You can’t make a silk purse out of a sow’s ear
There was only one story last week. The delivery of the much-anticipated draft Brexit agreement from Prime Minister May. The 585-page withdrawal agreement has now been published detailing what the UK…
Beaufort Analysis No.305 – The Economic Consequences of the Peace
Following an October that witnessed significant downside volatility in financial markets, global equity markets have staged a modest recovery in local currency terms, with the MSCI ACWI up +1.9% to…
Beaufort Analysis No. 304 – Fireworks or damp squib?
Chancellor, Philip Hammond, delivered his Autumn Statement last Monday, which he claimed was a business-friendly budget with rates cuts for small retailers and a freeze on duty for beer, cider and…
Beaufort Analysis No. 303 – Declarations of (Monetary) Independence
The world’s rate-setters are on manoeuvres. After a decade of unorthodox monetary policy involving rock-bottom policy rates, quantitative easing and, in the case of Japan, intervention in the stock…
Quarterly update from Beaufort Investment
Beaufort Investment’s Head of Portfolio Construction & Research, Shane Balkham speaks to Brian Davies from Beaufort Financial (Westerham) about what’s happened in the markets over the last…
Beaufort Analysis No. 302 – Time after Time
Last week, China reported its slowest rate of growth since the Financial Crisis 10 years ago. The rate of growth was still a healthy 6.5% but this was lower than the expected 6.6%. It is, however,…
Beaufort Analysis No. 301 – You can’t have your cake and eat it
Global markets have fallen over the last two weeks and given back much of the gains achieved this year. In the UK, both the FTSE 100 and 250 indices officially corrected by dropping more than 10%…
Beaufort Analysis 300 – Stranger things
October is traditionally the scariest month of the year, as evenings start to get darker and days colder, our thoughts turn to the winter that is inevitably coming. The same can be said for the…
Beaufort Analysis No. 299 – Deal or No Deal
In the UK, consumer confidence fell due to fears of a Brexit ‘no deal’ and the outlook for personal finances weakened which could indicate a slowdown in consumer spending in the lead up to the Brexit…
Beaufort Analysis 298 – “War, what is it good for?”
UK inflation surprised to the upside hitting a 6-month high of 2.7% in August, exceeding economist expectations of 2.4%. Sterling rose on the back of this data, which was driven by an increase in…
