Markets continue to trade within narrow ranges. The reopening of economies has delivered a strange brew of supply chain issues, shortages, stuttering industrial production and inflation. Supply chain problems will eventually sort themselves, as will shortages but as we’ve said many times before, we doubt inflation will be quite so easy to fix, All major…
Not for the first time, this month we find ourselves writing something very similar to what was written the previous month and indeed, the months before that. Markets recognise economic recovery is clearly on the march but Covid-19 outbreaks (and variants thereof) together with higher inflation, temper optimism. If rising prices are indeed temporary, herd…
Earlier this year, we decided that we wanted a new way to share information about our approach to investment management, how we operate and to whom our services are best suited. There are many considerations when making investment decisions, influenced by individual circumstances and objectives, which require a tailored approach. We decided that a helpful…
