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.

E.T. Phone The Fed
What does 2022 portend for investors, as the US central bank sets about trying to slay high inflation, without causing a recession.
E.T. Phone The Fed
What does 2022 portend for investors, as the US central bank sets about trying to slay high inflation, without causing a recession.
If Inflation Is The Consequence, Then What Is The Primary Cause?
When we look around to apportion blame for inflation, the candidates to point the finger at are the size of fiscal deficits or the rise in the money supply.
Up, Up and Away
The Bank of England last managed to raise interest rates once in both 2017 and 2018, before cutting them down to just a tenth of 1% at the height of the pandemic crisis. Now, however, financial markets appear to be taking the commentary from members of the Monetary Policy Committee (the MPC) over inflation worries at face value, with the UK Base Rate now forecast to be nearly 1% in a year’s time.
Back To The Future?
Dust off your history books. Something from the 1970’s is beginning to cause market participants sleepless nights.
Regulation – With Chinese Characteristics
Clouds are continuing to gather over the outlook of China’s economy after a spurt of recent state intervention.
Sustainable Investing
Assessing and integrating Environmental, Social and Governance (ESG) factors into investing has gathered pace in recent years, with investors increasingly focused on responsible and sustainable investing.