Our Views on the Markets and the Economy
Articles, investment updates and economic analysis
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Crisis, what crisis? The good news is the economic rebound from the pandemic continues and that the jobs market has returned to broad health. In fact, latest data this week confirmed that in November the economy returned to its pre-pandemic level. Also, we may be over the worst of the pandemic, although the possibility of new variants means learning to live with covid and avoiding further lockdowns may be a key priority in 2022.
At the beginning of each year The Financial Times conducts a survey among UK based economists. My responses to their questions are below and you can read the original FT article here.
Today the Bank of England’s Monetary Policy Committee voted by 8-1 to raise interest rates from 0.1% to 0.25%. This move was small but significant, it was also welcome and necessary.
Our Chief Economic Strategist, Gerard Lyons, and our Head of Portfolio Management, Iain Barnes, look at the events that are impacting the global economy and financial markets, and what this means for your investments.
Here the focus is on some of the key current developments in the global economy that are impacting markets.
Where are we in the economic cycle? This remains one of the key issues. In recent months, as we have noted before, financial markets – both in the UK and globally – have evolved through a number of different phases: from a focus on a strong rebound, to worries about inflation and then, more recently, to concerns about a future deceleration of growth.
When will central banks tighten monetary policy? This is a key issue for financial markets across the globe.
Any Budget needs to be judged in the context of the time. This is particularly the case for this Budget, in the wake of a pandemic and also in the context of an economy whose trend of growth has still not recovered from the hit of the 2008 global financial crisis.
On Wednesday the Chancellor presents his Budget and the Comprehensive Spending Review. His thinking should be guided by where are we in the economic cycle.
In our latest investment update, our Chief Economic Strategist, Gerard Lyons, and our Head of Portfolio Management, Iain Barnes, look at the events that are impacting the global economy and financial markets, and what this means for your investments.
Team Contributors
Gerard Lyons
Charlotte Ransom
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Why transparent investing – and transparent advice – matters
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Why shouldn’t Investors Expect Greater Transparency, Better Consumer Education, plus Simple Advice?
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Missed Opportunity: How Investors Counted the Cost of being Overcautious in 2019
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How a Network gives Families Investment Control and a More Efficient Way to Invest
Matt Conradi
Thomas Salter
Iain Barnes
Simon McConnell
In The Press
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Read what the press have to say about Netwealth
