Summary

Central banks have stopped marching forward at least; signalled pauses in the relentless rise of policy rates and the tone of comments being released suggest, more probably, that a peak has now been reached. Cracks in the US banking sector look contained for now but concerns about the state of the US regional banks and […]
Market outlook

Don’t look back into the Sun Alas, the summer season passes us by for another year. The leaves are starting to turn brown; the summer holidays seem more and more distant, the evenings gather darker and Strictly is back on the TV. After a lightweight summer with too much rain in the UK and too […]
Japan

There is some momentum being built for investors in Japan following decades battling deflation, negative interest rates and investor disappointment. First, the equity market is rising strongly, being up, year to date, by 25% in local currency terms, as measured by the TSE Topix. This relative strength has been dampened for investors in the UK […]