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UK inflation more than doubles in April – expect further rises, investors warned
May 19, 2021
The latest CPI data reveals that inflation rose significantly between March and April to the highest point since the start of the COVID-19 pandemic.
The World In A Week – Inflated Expectations Return to Earth
May 17, 2021
Last week was a negative one for markets, as the MSCI All Country World Index of global stocks returned -2.3% in GBP terms. The stand-out macroeconomic event of the week was the release of US…
The World In A Week – Shuffling of the Cards
May 10, 2021
Last week local elections took place across the UK that saw the Conservatives extend their dominance over Labour, making a net gain of twelve councils with Labour losing control of eight. Labour’s…
Finding the right balance
May 6, 2021
How does the number of holdings affect costs, volatility and performance. The NMA gets the measure of six balanced portfolios including Beaufort Investment's Active 05 S3 Portfolio.
The World In A Week – High and Dry?
May 4, 2021
It was a busy week that saw the US Federal Reserve meet to discuss monetary policy. The expectation was for a steady hand on the tiller, and they did not disappoint. Monetary policy is to remain…
The World In A Week – Biden’s Decisive Decade
April 26, 2021
It was a volatile week for equities, but one which pretty much came out flat for the overall MSCI Global Equity Index, though the UK equity market, FTSE All Share, pulled back -0.98%. On Friday US…
“For the moment, inflation looks contained”: UK CPI rises by 0.7%
April 22, 2021
Transport and clothing lead the rise in CPI inflation as the UK started to open up post-lockdown.
Unemployment hits 813,000 Brits since start of pandemic with 56,000 losing jobs last month
April 20, 2021
It means the total number of workers who don't have a job now stands at 1.67million, reports the Office for National Statistics (ONS).
The World In A Week – The Beer Garden Boom
April 19, 2021
Global markets continued chugging along last week, with the MSCI All Country Index of global stocks returning +0.8% in GBP. A notable leader was the UK Equity market, which returned +1.5% as measured…
Investing in future winners
April 16, 2021
Equity markets have rebounded strongly from the falls of February and March 2020, to deliver significant outperformance to investors. Our CIO, Shane Balkham was quoted in this article.
The World In A Week – Roaring Twenties 2.0
April 12, 2021
Last week saw Boris Johnson confirm that England would proceed to the second phase of the lifting of lockdown restrictions on 12th April, as non-essential shops, beer gardens, hairdressers and gyms…
Brexit is yesterday’s news: UK equities are the talk of the town with plenty of value and opportunity
April 9, 2021
Now that Brexit is firmly yesterday's news, and within the UK we have made great strides in terms of the vaccine rollout to tackle the pandemic, UK equities now look to present a very different…