11/17/2021

Inflation Alert - FED Behind the Curve

The pressure for a rate increase is evident from the US bond market re-pricing the implied level of inflation 21bps higher on the week at 3.11%

11/17/2021

The UK: A land of opportunity for US companies

The US and the UK have enjoyed a special relationship with intertwined economic, military and cultural interests for over 80 years and that will continue to deepen in a post-pandemic world.

11/17/2021

The Valuation Dichotomy

With such a stellar performance, Indian markets have significantly outperformed the emerging markets.

11/17/2021

Stagflation risk: A comparison to the 1970s

Data from the US Bureau of Labor Statistics, available since 1983, show the share of workers that are either members of or are represented by unions has halved in the last 40 years.

11/15/2021

Inflation Alert – Fed Behind the Curve

Now that they have re-created the inflation they so desperately wanted, it appears to have all the hallmarks of a monster they may not be able to control easily.

11/14/2021

Cracking up by Tim Price

That leaves common stocks – but, from our perspective at least, only those issued by companies with genuine pricing power, that is to say, the ability to pass on higher input costs to their customers.

11/13/2021

Iress introduces new way of working: The Long Weekend

The Long Weekend is the latest addition to Iress’ employee offering, which includes reduced hours at full pay when an Iress employee has a child starting primary school - to assist with the transition to school during the first term.