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.
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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.
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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.
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Top Down: Stronger Growth Data Helps to Dampen Recession Fears
Bernard Swords
How has our asset allocation changed month-on-month?
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Your
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Top Down: A New Year with Familiar Problems
Bernard Swords
How has our asset allocation changed month-on-month?
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Investments
Top Down: About-turn in markets?
Bernard Swords
How has our asset allocation changed month-on-month?
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Investments
Top Down: Bonds look attractive again
Bernard Swords
How has our asset allocation changed month-on-month?
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Your
Investments
Top Down: Changing the equity mix
Bernard Swords
How has our asset allocation changed month-on-month?
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Your
Investments
Worried about a recession and investing? Time in the market, not timing, is what matters
Bernard Swords
As recession fears mount, many clients and prospective clients are asking us: when should I start my investment journey given the elevated risk of a recession in the near term?
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Top Down: Increasing exposure to fixed income again
Bernard Swords
How has our asset allocation changed month-on-month?
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Your
Investments
Top Down: Repositioning for a maturing cycle
Bernard Swords
How has our asset allocation changed month-on-month?
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Your
Investments
Top Down: what does the crisis in Ukraine mean for asset allocation?
Bernard Swords
How has our asset allocation changed month-on-month?
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Your
Investments
Market volatility: not just about geopolitics
Bernard Swords
In our view the volatility of early 2022 should be regarded as a correction and not a reversal of trend.
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