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What were the main macro themes and drivers for the quarter? Inflation has certainly been the main thing on investors’ minds over the last three months, as it continued to take hold in a broadening range of goods and services. Although certain to rise even more in the months ahead, we are confident that inflation […]
It is with great sadness, tinged with excitement that I would like to advise you that I am retiring as an adviser at the end of this month. I have enjoyed my time working locally with so many lovely clients, and it is hard to believe it is approximately 35 years ago that I joined […]
Summary The first five months of 2022 have been the third-worst performing period for FE International Equity Proxy* (International Equity) since 1975. Don’t panic, markets invariably correct faster than expected and can bounce back faster than predicted. This is why investing should be for the medium to long term. Over the last 46 years of […]
How is Russia’s invasion of Ukraine impacting markets? First and foremost, our thoughts and prayers are with the people of Ukraine who have endured terrible suffering and loss. We wish for a peaceful and diplomatic resolution. In the context of financial markets, the events that have unfolded in Ukraine are exacerbating the pre-existing trends of […]
Economic Backdrop The dreadful events in Ukraine are exacerbating economic trends which were already established: rising inflation and slowing economic growth. The latest annual Consumer Price Index inflation rate in the UK stands at 6.2%, up from just 0.4% only 12 months ago. It is expected to reach almost 9% later in the year after […]
It has been very difficult start to 2022 for investors. Worries about rising inflation and interest rates have been exacerbated by the conflict in Ukraine. Stock markets have been volatile, with the Top 100 companies in the UK tumbling by 3.6% on 24th February 2022. Successful investing has always been as much about clear thinking […]
Summary The FTSE 100, which represents the largest 100 companies in the UK, has gone from a long-term underperformer to one of the strongest global markets in the last few weeks. The FTSE 100 index make-up is unusual as it has lots of ‘old’ industry stocks such as the miners, oil & gas, utilities and […]
Leading economists are suggesting healthy growth, projected to be 4.2% this year, versus an historic average of 3.5%.
The stock market has beaten cash in 91% of all ten-year periods and although there are no guarantees as investments rise and fall, you are still likely to get back more than you put in – as long as you are patient.
There has been a heightened sense of fear this year, regarding inflation and the future path of interest rates which has meant that bond yields have risen (and so bond prices fallen) and this has impacted stocks around the world. The global stock market is down nearly 7% and the US market off over 8%, […]
In the final quarter of 2021, we saw US equities dominate markets, value continue to outperform and more muted portfolio activity from some of the fund managers we speak with, whilst inflation remained a hot topic and concerns around the omicron variant persisted. In this episode, Square Mile’s research team share insight on what they […]
