August 2023 - Monthly House Views
Rates Nearing Their Peak
Rates Nearing Their Peak
Recent inflation figures across the developed world caused wide-spread market enthusiasm, with US and UK numbers even coming in below expectations. Nevertheless, whilst the worst of the pressure appears to be behind us, ripples in the economy could persist for some time, and central banks are likely to maintain interest rates at current levels until they are assured that underlying inflation dynamics are easing. What does this mean for investors and how does it impact our asset allocation? Learn more in our August 2023 House Views by clicking on the document below. |
14
Sep
2023
If It Came Home
How the Lionesses highlight the vast economic potential of championing gender equity everywhere
How the Lionesses highlight the vast economic potential of championing gender equity everywhere
Insights
How the Lionesses highlight the vast economic potential of championing gender equity everywhere
If It Came Home
14
Sep
2023
One Last Thing
With more than two billion iPhones sold since its debut in 2007, Tim Cook yesterday unveiled the latest model of the...
With more than two billion iPhones sold since its debut in 2007, Tim Cook yesterday unveiled the latest model of the...
Insights
With more than two billion iPhones sold since its debut in 2007, Tim Cook yesterday unveiled the latest model of the line-up. Over the past fifteen years, Apple’s iconic device has propelled the company’s share price by more than 6000%. It is now the biggest publicly-listed company in the US, exceeding the aggregate market capitalisation of the 100 biggest...
One Last Thing
14
Sep
2023
September 2023 - Monthly House Views
Economies exit the summer at different speeds
Economies exit the summer at different speeds
14
Sep
2023
The Surprising Resilience of the American Consumer (Taylor's Version)
Creating $4.9bn in economic output in the US alone, the Eras tour is an astounding example of the unwavering resilience...
Creating $4.9bn in economic output in the US alone, the Eras tour is an astounding example of the unwavering resilience...
Insights
Creating $4.9bn in economic output in the US alone, the Eras tour is an astounding example of the unwavering resilience of the American consumer. If the most widely anticipated recession in history is to materialise in the immediate future, they do not seem too worried.
The Surprising Resilience of the American Consumer (Taylor's Version)
08
Feb
2022
Anatomy of bear and bull markets
“How do Bear markets begin?” - Mouhammed Choukeir, Chief Investment Officer at Kleinwort Hambros, explores the nature of...
“How do Bear markets begin?” - Mouhammed Choukeir, Chief Investment Officer at Kleinwort Hambros, explores the nature of...
Markets
“How do Bear markets begin?” - Mouhammed Choukeir, Chief Investment Officer at Kleinwort Hambros, explores the nature of Bull and Bear markets, how they start and finish and the compelling case for investing in stock markets. Mouhammed concludes that whilst there are inherent risks in investing, doing nothing is clearly an investor’s worst option.
Anatomy of bear and bull markets