Our Views on the Markets and the Economy

Articles, investment updates and economic analysis

Addressing the UK’s cost of living crisis

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.

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The Financial Times’ annual survey of economists: my answers to their questions

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.

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What is happening to inflation and interest rates?

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.

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A closer look: examining the macroeconomic and investment landscape

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.

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Seven developments impacting the global economy and markets

Here the focus is on some of the key current developments in the global economy that are impacting markets.

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Assessing the economic landscape

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.

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The Bank of England could learn from the US Federal Reserve

When will central banks tighten monetary policy? This is a key issue for financial markets across the globe.

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UK Budget: higher growth, spending and taxes

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.

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Chancellor must focus on growth to restore confidence in the economy

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.

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The impact of global events and what this means for your investments

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.

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