Equity markets have been falling due to concerns over China, falling inflation and the timing of an impending rise in US interest rates. Until this week, trading volumes were seasonally…

Risk can keep us awake at night, so being told we need to embrace fresh risks is probably unwelcome news. However, burying our heads in sand – or pillows –…

Stability and certainty are in short supply at the moment so it pays to tread carefully across all risk markets, but this does not mean there is a lack of…

Rising wages can be a double-edged sword. On the one hand, they erode company profitability, which can have a potential impact on share prices and the capacity of businesses to…

Monetary stimulus around the world is a contributing factor in our current asset allocation and investment strategy. We have been taking money out of the US, which is the most…

The relief rally in UK equities, gilts and sterling the day after the election was an entirely logical reaction to the  result and the prospect of a continuation of existing…

The FTSE 100 index finally breaking through 7000 prompted questions as to whether markets are looking expensive. With the MSCI World index and the MSCI China index also recently hitting…

There remains considerable debate about whether US equities are now overpriced.  Year to date in Sterling terms, the US market has risen just 3.4% compared with Europe – up 7.4%…