Regular investment updates and market views for private clients.
Bonds Often regarded as boring and safe when compared with equity markets, government bond markets provided a rollercoaster ride for investors in 2021, at times defying economic data and leaving some of the brightest investment minds bamboozled and licking their wounds. History will record that broad indices representing the performance of the UK conventional gilt…
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…
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