The more independent, the better
Especially in times of war and inflation, the question is not whether the markets will correct, but how much.
Comment & Analysis
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AJ Bell shares economies of scale with customers via 38% fund chargers cut
The funds are managed in line with five different risk levels so that investors can choose the fund that matches their individual risk profile.
UBS Investor Sentiment: Investors Concerned About the War Yet Stay the Course with their Portfolios
The survey found business owners tempering their hiring and investment plans and are focusing on increasing their employee benefits, IT spending and upgrading talent.
The End Of History
“Everything that can be invented has been invented.” - Attributed, probably falsely, to Charles Holland Duell, Commissioner of the US Patent Office from 1898 to 1901.
BTG Pactual reports record quarter ever for revenues and net income
With continued growth of client franchises, assets under management reached R$1.04 trillion, increasing 36% y/y
Market Update 9th May 2022
The Bank of England’s quarter point rise in the UK bank rate was also fully expected. We should though add a little critical commentary on its powers of forecasting.
How long will the US dollar’s strength continue?
The fear among investors is that QT comes too late, leaving the Fed with no choice but to raise rates so quickly that there is no time to observe the economic impact of each hike, with the risk that the economy falls into recession.
Review of the week: The dollar ascendant
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.
Ukraine Conflict – What is the Outlook for Asia?
The geopolitical risk barometer has risen to a level last seen during the Cuban missile crisis, with Russia stating readiness of their nuclear arsenal.
Could UK economy be more fragile than BoE believes?
The economy may be less robust than Bank of England has concluded, possibly impacting the outlook for further rate hikes.
Despite grim economic outlook, investors are not spooked
He comments: "Just when we all believed we were through the worst of the pandemic's main economic challenges, the investment landscape shifted again.
Adventures past and present: Sir Sean Connery’s iconic Picasso
The Three Musketeers, whilst immersing himself in study of the masterpieces of Rembrandt.