November 2023 Market Review
Our latest market commentary covers the latest UK inflation data, China’s economy, and the autumn statement released on November 22nd.
Market Commentary
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October 2023 Market Review
Our latest market commentary covers the latest Eurozone data, the conflict in the Middle East, and rising yields on U.S. treasuries.
Q3 2023 MARKET COMMENTARY
Our latest market commentary covers the drivers of market conditions across Q3, along with factor, asset class, and portfolio returns.
September 2023 Market Review
Our latest market commentary covers the most recent changes in UK monetary policy, inflationary data, and Russia’s ban on fuel exports.
Cash, Bonds and Beyond
This blog explores the reasons why long-term passive investors may prefer to hold bonds over cash in their portfolio, despite the high rates currently on offer through cash savings accounts.
August 2023 Market Review
Our latest market commentary covers the most recent changes in UK monetary policy, fluctuations in European gas prices, and the late rally experienced in the U.S.
U.S. Credit Rating Downgraded: Fitch AA+
This blog post covers the announcement made by Fitch Ratings on August 1st regarding the downgrade of the U.S. debt rating from AAA to AA+, the reasons behind the downgrade, and the benefits of maintaining a higher credit rating.
July 2023 Market Review
Our latest market commentary covers Japan’s unforeseen shift in monetary policy, the continued Fed hikes, and the regulatory pressure imposed on UK banks.
Q2 Market Review 2023
Our latest market commentary covers the drivers of market conditions across Q2, along with factor, asset class, and portfolio returns.
