Inflationary pressures are real and are looking increasingly persistent rather than transitory. Investors need to be wary of the assumption that all equities can weather an inflation storm.

Investor sentiment was shaken during November by the discovery of the new “Omicron” Covid-19 variant in South Africa.

Lockdown winners have become recovery losers. Is value emerging?

As UK inflation ticks higher, will the traditional strategies adopted by fund managers to deal with rising prices prove effective?

A lengthy bull market is always nerve-wracking. Investors start to fret on valuations, on earnings, on the strength of economic growth.

Interest rates are widely expected to rise at the October meeting of the BoE’s Monetary Policy Committee (MPC).

The Chancellor delivered a boosterish budget, hailing a ‘new age of optimism’. Has the normally measured Rishi Sunak been drinking some of the Prime Minister’s Kool-Aid? Could the UK economy be over the worst?

Multi-national agreement is often hard won, but implementation can be even harder. Can COP 26 produce tangible long-term progress on climate change?

More lacklustre data from the UK emerged this week. Is the weakness temporary? Or have we seen the best of the UK’s revival?

Investors were stalked during September as the spectre of stagflation manifested itself against a backdrop of rising prices and lacklustre growth prospects.