Highlights from our monthly investment discussion

Highlights from our monthly investment discussion

The take-aways from this month’s meeting were, subject to correction of course! Global Macro  Interest rates are likely to be steady for the year. Watch the differential of the use of QE globally. Inflation variously between 1 and 2 % cross reference QE above....
Post-Covid Investment Stance

Post-Covid Investment Stance

We are, as the Chinese Curse goes, in interesting times. Over the year so far markets and Oil have collapsed in price and largely recovered. The FTSE 100 recent peak pre-Covid was 7403 in February and fell to 4933 and is now 6203 as I write this piece. A fall of some...