Category: Blog
Recession or no recession, that is the question…
They say a week is a long time in politics, but in the case of the new US administration, that should probably be re-framed to a day is a long time in politics. Trump and his team are certainly ruffling some feathers in investment markets. Last week, just a few…
Alex Chappell
21st March, 2025
Diversification is a key cornerstone of portfolio management, as it aims to reduce risk and provide a platform for sustainable growth across a range of investment environments. We are multi-asset investors, with the objective to deliver robust returns over the medium to longer term, without over exposing clients to one…
Alex Chappell
7th March, 2025
What’s all this ‘chatbot’ about then?
OpenAI started life in 2015 as a research organisation with a mission to migrate AI safely into humanity. On the 30th November 2022, they released a landmark AI chatbot, called ChatGPT, that has subsequently been doped AI’s ‘iPhone moment’. It was the fastest adopted internet application in history, growing to…
Alex Chappell
21st February, 2025
Well, we’ve certainly had quieter starts to the year. In the first month of 2025 we’ve had positively surprising inflation data, an AI breakthrough out of China, and the start of the tariff games. Market volatility has picked up, as the world takes stock of the infamous new US President.
Alex Chappell
7th February, 2025
Market Review When we sat here a year ago writing this update, markets were expecting an imminent recession with the expectation that interest rates would come down quickly to compensate. At the time we didn’t think that the outlook for the UK economy was quite that bad, though we were…
The Investment Committee
10th January, 2025
What a difference a year makes
2024 has definitely been a year of change. A new government, a new tax landscape, and thankfully, a much-improved investment backdrop. They wouldn’t all quite have got onto our 2024 Christmas card list, but we’ll definitely take the last one! This time last year we had just seen the light…
Ashley Brooks
23rd December, 2024
We always felt that the last quarter of the year would be the trickiest, mainly due to the uncertainty surrounding the US election and UK budget. Whatever you think about the outcomes, the fact that they are now past events, should help the direction of markets. Volatility will remain as…
Alex Chappell
29th November, 2024
Trump 2.0 – New regime, same rhetoric.
For investment markets the US election was always likely to be the biggest event of the year. It seemed close throughout the campaigns, but in the end Donald J Trump won a clean sweep of both sides of the US political system. The day before the result one US pollster…
Alex Chappell
15th November, 2024
Autumn Budget Update – Steps to fill the big black hole
At a simple level, budgets come down to the relationship between two numbers, firstly how much is the Government going to borrow and secondly, how much tax revenue does it need to raise to pay for it. This budget was always going to see an increase to both sides of…
DB Wood Team
1st November, 2024
“I had too much time to think” he said as he put the easiest forehand he’d had all day straight into the net. The comment is a classic, reflecting the idea that when you have time to think your mind can over analyse the options. This can often result in…
Alex Chappell
18th October, 2024