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.

Oil Slick
20 April 2020, will forever go down as the day when the price of oil went negative. It has never happened before and with any luck, it will never happen again.
Oil Slick
20 April 2020, will forever go down as the day when the price of oil went negative. It has never happened before and with any luck, it will never happen again.
Building A Bridge To The Future
Estimating US gross domestic product (GDP), is now a guessing game. The IMF’s forecast is for a -5.9% drop in US GDP in calendar year 2020, but the range around that forecast is variable depending on how long the virus impairs economic activity and whether a second wave occurs.
Market Update
There are, to put no finer point on it, shades of 2008 now with regard to the current turmoil markets find themselves in. Emergency interest rate cuts in the United States, Government bond yields collapsing to further historic lows and gold price streaking upwards have moved in the opposite way to stock markets, which have dropped in the region of 20%.
Are You Green Enough?
Who hasn’t been moved by some of the eloquent prose and idealism perpetuated by uber environmentalist, Greta Thunberg, over the past 18 months? Her campaigning recently reached its zenith, as she joined President Trump in top billing at the annual ceremony of billionaire backslapping that is Davos.
Rethinking Rates: A Historical Perspective
The current low level of interest rates and bond yields have been topics of discussion and debate for some time, with the broad consensus view being that the past five to ten years are abnormal in nature and that in due course, rates will move higher and normalise.
The Grass Isn’t Always Greener On The Other Side
As the United Nations (UN) Climate Conference went underway in Madrid at the start of the month, we learnt that the current Governor of the Bank of England, Mark Carney, is to take an unpaid role as the UN Climate Action Ambassador.