Category: IC Insights
Market Review Just like the UK weather, a summer in investing can often be hit and miss. The phrase “sell in May, go away, and come back on St Ledger Day” seems to do the rounds every year in late spring, suggesting Q3 has historically had its challenges. As we…
Alex Chappell
3rd October, 2024
After a brief recess in August our blog schedule now starts back in earnest. Across the next 8 weeks you will receive our quarterly investment update for Q3, our thoughts ahead of the US election, as well as an all-important planning update soon after the budget on 30th October. It’s…
Alex Chappell
6th September, 2024
Market Review Our outlook at the start of Q2 was that inflation would prove stickier than the market anticipated, and interest rates would remain higher for longer. Inflation has tracked down slowly in the Western world, though interest rates have been slow to follow, with just 0.25% being shaved off…
The Investment Committee
11th July, 2024
Question the Committee – Summer 2024 Edition
Firstly, a big thanks to everyone who submitted questions. It has been a couple of years since the last Question the Committee though it is fair to say this is the most engagement we have had of any so far. In part this is probably down to the forthcoming General…
The Investment Committee
14th June, 2024
The phrase “all-time highs” usually comes with some associated caution. It means a certain investment asset has never been higher in price, and therefore feels a little like you are in unchartered territory. “If this is the highest it has ever been, surely it will fall in price soon?” History…
Alex Chappell
31st May, 2024
Since the end of 2022 we have had a positive outlook on investment markets. That was the point of peak fear when inflation had just hit 10% and interest rates were quickly being increased. All markets were struggling to adjust, though we also expected that as those variables came more…
Ashley Brooks
3rd May, 2024
We entered 2024 on the back of a strong last quarter of performance. Inflation all around the world was on a downward trajectory and we felt that the ‘peak’ of interest rates had been reached. Despite the anticipation at the start of 2023 that the global economy would be fighting…
DB Wood Team
5th April, 2024
2023 closed with bond and equity markets moving notably higher on the back of falling inflation data and the prospect of interest rate cuts. This was something we had anticipated would happen earlier in 2023, though our thoughts played out, and the returns we expected all came in somewhat of…
Alex Chappell
1st March, 2024
The psychology of markets is not especially consistent. Investors get overly pessimistic when they are worried, and overly excited when newsflow is good. This creates periods where too much of the bad news is reflected in market prices and vice versa. After 18 months of bad inflation and interest rate…
Alex Chappell
2nd February, 2024
2022 was one of the most challenging years for investment returns in recent history. As so often when asset valuations fall significantly, there are some excellent opportunities created, and we spent much of the latter part of 2022 in particular, reshaping our portfolios for 2023. As a result, we felt…
The Planning Team
5th January, 2024