Knowledge and Insight - Economy

Markets were buoyed by fading American inflation, but they may be getting ahead of themselves. Meanwhile, the UK high street reports some rare good news.

Hear from our co-chief investment officer, Edward Smith and head of client development, Ian Dembinski in our quarterly Investment Insights webinar which highlights some of the key themes that are set to shape the investment landscape in 2023.

One for the ages, 2022 was a whirlwind year that shook up economies and markets. What’s in store for 2023?

Our latest InvestmentInsights looks to demystify some misconceptions about growth and value investing, with important implications given the risks of recession this year. We also highlight the signs we will be looking for to know when it's time to turn more positive.

We can see a path to a new bull market in the second half of 2023, but we’re not there yet.

We look back at a grim year for financial markets. The rebound in the last few months seems to offer investors some relief, but can we be confident that the worst is over?

More is going on behind the curtain of modern China than its leaders would have you believe, if increasing unrest is anything to go by. Meanwhile, Europeans cross their fingers for a mild winter.

The turmoil of the ‘mini-budget’ seems a distant memory, but big challenges still lie ahead.

The construction industry’s vital role in fighting climate change.

Central banks are doggedly raising interest rates. Investors hopeful for a change of tack may continue to be disappointed for a while yet.

Investors got spooked as Big Tech’s quarterly results showed they weren’t immune to economic headwinds, driving brutal sell-offs. Meanwhile, the UK government’s huge about-face seems to be reaping a ‘dullness dividend’.

Inflation continues to eat away at shoppers’ spending power, both in the UK and abroad. Meanwhile, how do currency fluctuations affect investment returns?