Rule, Britannia!
30th March 2021
Despite news from the ONS last week that the UK economy fell 2.9% in January, following growth of 2.1% in December, we remain confident about UK equities’ prospects…
Author: Chris Metcalfe
Rule, Britannia!
30th March 2021
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Market Update | Generals Always Fight The Last War
12th March 2021
February’s overall equity market performance had much in common with January’s, but the reasons were very different. To quickly recap, the year got off to a hopeful start…
The US Against The World
23rd February 2021
Of the investment biases that are most challenging to overcome, ‘recency biases’ are arguably the hardest. The longer a trend continues, the harder that task becomes. Not only…
Market Update | Even More Chaotic Than Expected?
10th February 2021
Was January 2021 even more chaotic than anyone could have anticipated? We wouldn’t usually highlight a one month chart, but we feel it is deserved in this case…
Investing For A Post-Lockdown World
26th January 2021
The vaccine announcement appears to have been the catalyst for the value stocks to re-rate versus growth stocks on a global basis (fig.1). The UK, where the FTSE…
Market Update | The Temporary ‘New Normal’
12th January 2021
Don’t look back in anger From an investment perspective, 2020 will be defined by both the worst global pandemic in a century and the end of the most controversial…
