Friday, 10th of May 2019 “Those who have knowledge, don’t predict. Those who predict, don’t have knowledge.” – Lao Tzu ________________________________________ Equities have suffered this week as an escalation in US-China trade tensions took investors by surprise. Indeed, the S&P 500 ha...
Friday, 3rd of May 2019 “The curious task of economics is to demonstrate to men how little they really know about what they imagine they can design.” – F. A. Hayek ________________________________________ Equities fell this week after the Fed published a statement on Wednesday which ...
Friday, 26th of April 2019 “Let China sleep; when she wakes, she will shake the world.” – Napoleon Bonaparte ________________________________________ Welcome back from the Easter weekend break and, if you also call Europe home, we hope you enjoyed the balmy spring weather. Easter Sun...
Friday, 12th of April 2019 “The absence of alternatives clears the mind marvellously.” – Henry Kissinger ________________________________________ Markets have had an unremarkable week, with equity indices broadly flat by midday Friday. The issues remain the same: uncertainty over Bre...
Friday, 5th of April 2019 “An economist is an expert who will know tomorrow why the things he predicted yesterday didn’t happen today.” – Evan Esar ________________________________________ Markets were buoyed this week by positive economic data out of China. But leave the champagne...
Friday, 22nd of March 2019 “Forecasts create the mirage that the future is knowable.” – Peter L. Bernstein ________________________________________ Equity markets have continued to rally this past week, buoyed by dovish Central Banks on both sides of the Atlantic and despite weaker Eu...
Friday, 22nd of March 2019 “We must live together as brothers or perish together as fools.” – Martin Luther King Jr. ________________________________________ Markets were on form again this week, as they pared back losses from a rare correction last week and despite all the doom and g...
