Article last updated 22 July 2025.
Of course we remain vigilant as the number of yellow flags increase, and in this latest edition of Insights, we also explore some crucial differences between the US and UK, and why we are more vulnerable to a recession on this side of the pond.
Looking back at a relevant bit of history, our article "Echoes of 1952" compares Queen Elizabeth II's Jubilee and Accession years, with a hopeful comparison to a period of high inflation and rising interest rates when Her Majesty the Queen began her reign.
Another silver lining in all the recent bad news is that it may be making corporate bonds more attractive. This quarter's Insights also includes some positive messages with a long shelf life, including articles on what proxy voting is and what can it achieve as well as a look at "The long road to renewables" and the risks and opportunities along the way for the energy sector.
Liz Savage and Ed Smith
Co-chief investment officers
Read the latest version of Investment Insights, Q3 2022
