Investment Updates
Regular investment updates and market views for private clients.
October 2021
Portfolio Update
Bonds Government bonds may widely be regarded as dull investments but they provided a rollercoaster ride for investors in the third quarter of the year. The price of a conventional bond is very sensitive to the rate of inflation because the regular interest payments and repayment of capital at maturity are fixed sums. If inflation…
Quarterly Market Update
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…
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