Our videos.

Our insight of what we judge to be the key macroeconomic, political or strategic events that could have a bearing on your investments.

Cooking On Gas?
Although the Ukraine war may have given way to news headlines about heatwaves and nominations for a new UK Prime Minister this week, one of the consequences of Russian invasion and subsequent sanctions on the nation is reaching peak crescendo.
Cooking On Gas?
Although the Ukraine war may have given way to news headlines about heatwaves and nominations for a new UK Prime Minister this week, one of the consequences of Russian invasion and subsequent sanctions on the nation is reaching peak crescendo.
Growth Traps
It has proved to be a turbulent six months for bond and equity markets, as investors re-price the outlook for interest rates in response to stubbornly high inflation globally, with the latter running well ahead of Central Bank mandated targets.
Strictly By the Numbers
Mark Twain said history doesn’t repeat, but it often rhymes. In this time of market turmoil, we thought we would see what prime market corrections, or even bear market scenarios, tell us about where we are currently.
Never Say Never
The US Government bond market is recognised as the safest and most liquid asset class across the World. It has just endured its worst quarterly return since data were compiled in the early 1970’s.
Assessing Russian Exposure
Over the past couple of weeks, we all have witnessed and watched Russia’s attack of the Ukraine unfold and our thoughts with those caught up in this war. This was an unprovoked attack which sits outside international norms and has led to international condemnation. Western allies have imposed a significant amount of sanctions on Russia and Russian individuals in way of response, aimed at restricting their access to capital markets and putting pressure on the Russian economy.
Markets, What Now?
Research tells us that US equity market valuations have contracted in 2022,  as the real 10 Year Treasury Bond interest rate has risen.