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Dark days
Last Updated: September 30, 2025
This month David, Will, and Craig discuss the various long and short-term market implications of the conflict between Russia and Ukraine and how they are attempting to navigate these in portfolios.
Review of the week: Changing point
Last Updated: September 30, 2025
Commodity markets are fuelling further inflation and putting global growth at risk. Central banks have shown they want to unwind years of emergency monetary policy regardless, sending bond yields higher.
Review of the week: Bourses bounce back
Last Updated: September 30, 2025
This year has been grim so far, yet equities recovered much of their losses last week. Meanwhile, oil prices are all over the place and COVID-19 is wreaking havoc in the East.
Review of the week: An economic rerun of the 1970s?
Last Updated: September 30, 2025
The 1970s suddenly seem relevant again given soaring oil prices, high inflation and rising interest rates. But we’re not expecting a rerun of 1970s-style spiralling prices, sputtering economic growth and weak equity market returns.
Review of the week: A pinch and a punch
Last Updated: September 30, 2025
Cost of living fears seem to be peaking in the UK as a raft of important protections end. How will the economy hold up as households and companies tighten their belts?
Review of the week: Tipping the scales
Last Updated: September 30, 2025
Western central banks are trying to rebalance the scales in bond markets without causing a panic. Meanwhile, COVID-19 and bog-standard politics are still influencing markets in Europe and Asia.
Review of the week: A muddled view
Last Updated: September 30, 2025
The war in Ukraine has dampened global growth as waves of COVID-19 continue to roll across the world. Meanwhile, politics is back to the fore in Europe and America.
Review of the week: The money squeeze
Last Updated: September 30, 2025
People are starting to react to increases in the cost of living, cutting non-essentials and spending less. Central banks are soon to follow suit by increasing interest rates further.
Review of the week: Behind the times
Last Updated: September 30, 2025
Central banks, squarely behind the curve, are preparing to raise rates swiftly. Inflation should be peaking, yet a European oil embargo is becoming more likely.
Review of the week: The dollar ascendant
Last Updated: September 30, 2025
US monetary policy is tightening, sending the greenback higher. This should ease US inflation even as it squeezes the costs of living and doing business for foreign markets.
Review of the week: The balancing act is back
Last Updated: September 30, 2025
Central bankers have spent years focussing their efforts on fighting deflation. Now that long-dormant inflation is back, they have to stop it from bedding in while avoiding sending the economy into recession.
Review of the week: Outline of a bear market
Last Updated: September 30, 2025
Stocks are flirting with levels that delineate a depressed market. The mood is gloomy and the risk of recession is real, but are investors pricing in too much bad news?