Summary
This quarter we saw the first interest rate cut from a G7 central bank with the Central Bank of Canada cutting rates by 0.25% during early June, this was swiftly followed by the ECB, which made its well-flagged cut at its most recent meeting. The Bank of England bides its time for now, however the […]
Summer – Where is the love?
Summer should be a time for positive moods to flow. The evenings are light, the central heating goes off as the temperature outside goes up, the beaches fill with eager sunworshippers and conversations about summer holidays abound. Glastonbury, the Euros, the Olympics are all still mostly ahead of us… Instead, market sentiment can be best […]
Things can only get better
In this year of elections, the UK will have made its choice by the time many of you will have found the time to read these pages. At the time of writing, the pollsters and bookmakers are predicting a seismic shift in our political landscape with a convincing Labour victory set to follow, so unless […]
It’s a team game
There are decades of academic theory devoted to the science of portfolio construction, Fama and French, Harry Markowitz, CAPM, efficient frontiers and more! You’ll be relieved to know that I will fall asleep writing about it before putting you to sleep reading it. And you know what; a wholly scientific approach just never works. The […]
