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Markets are at key juncture. There is a feeling out there everything (as prescribed by textbooks) has been tried.
A week of cautious risk-on, as Money Market & Global Equity funds drew massive inflows. Communications, staples & financials were the main beneficiaries.
Just when Central Bankers thought stability might be forming around inflation, OPEC+ dropped a clanger and announced production cuts.
After the events of the past couple of weeks, we saw some calm return to markets as intervention attempts to stem deposit outflows seemed to be working.
With Credit Suisse rescued, attentions switched to Deutsche Bank whose shares fell last week. Its CDS spiked to over 2.20% amid stability worries.
Rate hikes, eruption and talks of collapse.
Moody’s described the US economy as “slowcession” predicting the US economy will go flat but not tip into a recession.
The US labour market has dropped rather unexpectedly, while inflation remains persistent and further rate hikes are expected this year.
A quiet week as the rate action debate continues resulting in a global yields rise. Elsewhere Money Markets & Bonds saw outflows & inflows respectfully.
Central Bank action was exactly as expected, last month's US jobs report showed a fall in unemployment & global service activity data was positive.
This week’s update discusses two important subjects; reconciling weak sentiment with rising equity markets & how serious is the US debt ceiling saga?
In what has generally been a data-light week, the news still points to a subdued picture. Global equity & bond funds posted net inflows.
Following a two week hiatus, we take a look at what's happened in the markets, including bond yields, a decline in energy prices and volatility.
2022 was definitely a memorable year, however, for all the wrong reasons. No one could foretell all the events that would unfold.
2023 started off playing towards a cautiously bullish outlook. With clear signs of a risk-on rally, falling energy prices proved good news for inflation.
Will inflation begin to fall and interest rates top out from here? Will growth get a lift from the reopening of China after covid lockdowns?
This week, it’s all about the bond market & if now is a good time to be revisiting bonds? With a growing argument to say yes, we take a deeper look.
With the US midterm elections around the corner, US inflation was lower than expected and shows signs of a change in direction.