When autocomplete results are available use up and down arrows to review and enter to select.
Your
Investments
Market Pulse: Good news on euro area and US inflation
Bernard Swords
Market Pulse brings you insights on the latest investment themes to help preserve and grow your wealth.
Read More
Your
Investments
Top Down: still cautious
Sebastian Orsi, CFA
We maintained our cautious stance – and recently moved to buy some longer-term bonds, adding some duration to bond portfolios.
Read More
Your
Investments
Top Down: Much ado about nothing?
Bernard Swords
During the summer, the idea of a ‘soft landing’ for the US economy gained traction to help equity markets but high interest rates were determined to stick around.
Read More
Your
Investments
Top Down: A Soft Landing in the US Still Possible
Bernard Swords
Since the end of June, Markets have been relatively flat with equities are up 0.4% in euro terms and fixed income markets down 0.1%.
Read More
Your
Investments
Top Down: Signs of Slowing Growth
Bernard Swords
Although still positive, overseas demand in China is subdued. This could be the impact of continued stronger demand for services rather than goods but could also be an indication of a weakening global background.
Read More
Your
Investments
Top Down: Cautious stance still warranted despite calm markets
Sebastian Orsi, CFA
It’s only a few weeks since our last Top Down (26 April), so the broad themes running through markets are unchanged: the outlook for a ‘soft landing’ in the US, slowing but still high inflation, and earnings resilience.
Read More
Your
Investments
Top Down: Security returns but earnings flat
Bernard Swords
When we published our last Top Down (15 March), we were in the middle of the US bank failures and the forced sale of Credit Suisse was about to occur.
Read More
Your
Investments
Top Down: What to expect after the failure of Silicon Valley Bank
Bernard Swords
While US authorities have moved quickly to contain the fallout of Silicon Valley Bank’s failure, there is likely to be more monetary tightening.
Read More
Your
Investments
Top Down: Stronger Growth Data Helps to Dampen Recession Fears
Bernard Swords
How has our asset allocation changed month-on-month?
Read More
Your
Investments
Top Down: A New Year with Familiar Problems
Bernard Swords
How has our asset allocation changed month-on-month?
Read More
Your
Investments
Top Down: About-turn in markets?
Bernard Swords
How has our asset allocation changed month-on-month?
Read More
Your
Investments
Top Down: Bonds look attractive again
Bernard Swords
How has our asset allocation changed month-on-month?
Read More
Your
Investments
Top Down: Reducing Consumer Discretionary to Neutral
Sebastian Orsi, CFA
How has our asset allocation changed month-on-month?
Read More
Warning: Nothing presented on this website constitutes investment advice as it does not take into account the investment objectives, knowledge and experience or financial situation of any person. You should not act on it in any way and are advised to obtain professional advice suitable to your own individual circumstances. The value of your investment may go down as well as up. You may lose some or all of the money you invest. Past performance should not be taken as an indication or guarantee of future performance; neither should simulated performance. The value of securities may be subject to exchange rate fluctuation that may have a positive or adverse effect on the price or income of such securities.
