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Happy new year to you, your colleagues, clients and families. We are looking forward to meeting you in the forthcoming Investment Committee (IC) meetings after a fantastic year of returns last year. Those clients investing in Balanced portfolios will have enjoyed returns of around 9% last year, which is well above the long-term averages for […]
Summary We are sanguine about prospects for economic growth in 2022 but rather less sanguine about the outlook for inflation, which risks becoming entrenched through wage increases. The response of central banks to the inflation threat is of crucial importance and the risk of policy error is, in our opinion, the biggest risk to financial […]
Inflation remains headline news, and last week saw UK inflation surge to its highest level for a decade, hitting 4.2% in October. The longevity of the elevated inflation continues to be a hot topic of debate across the market, but how does this play out in the global bond markets, where are the opportunities for […]
Despite double-digit returns from most equity markets, 2021 still presented plenty of challenges for investors. A tug-of-war raged between COVID variants and vaccines, many economies experienced their highest levels of inflation for thirty years and, in China, the authorities launched a brutal clampdown on the country’s most successful companies whilst at the same time the […]
As Responsible Investment continues to take centre stage, we are excited to announce that we have a new dedicated mini-series, discussing all things Responsible. In the first episode, Eduardo Sanchez, Investment Research Analyst, discusses the benefits of Green Bonds with Paul Skinner from Wellington, David Katimbo-Mugwanya from EdenTree and Simon Bond from Colombia Threadneedle. Hear […]
Watch William James, Investment Manager, discuss the financial markets for quarter 4, 2021. Fins out about inflation and whether it’s transitory or entrenched. The view on bond markets and whether equities are the only investment available in the current climate.
Over the last quarter, there has been plenty going on in the stock markets. There are still concerns around the spread of the delta variant of the Coronavirus. The pressure on inflation and apprehension around China and the supply chain. In this month’s episode, Square Mile’s research team share insight into the thinking of fund […]
Summary It is too early to judge if inflation is transitory or entrenched but this is the economic measure with the greatest power to determine the course of financial markets over the next year. Return expectations for government and high-quality corporate bonds are modest at best. Lower-quality bonds are richly priced and, in our judgement, […]
Recent UK economic signals have remained broadly positive and the June GDP numbers indicated a stronger recovery than forecasted and the Bank of England now expects the economy to regain its pre-COVID size by the end of this year. While growth in the UK’s service sector has slowed to its weakest level since March overall, […]
In this month’s Talking Research podcast, Square Mile’s Responsible Investment Analyst, Anna Mercer is talking about sustainability, from how it can be defined to what engagement look likes to the potential trade-offs or challenges that investors may come across and what the future sustainable economy may look like. Hear from three industry experts who will […]
