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Review of the week: Gimme shelter
Last Updated: September 30, 2025
Housing costs make up a big part of people’s spending, yet they can often obscure what’s going on with inflation.
Twenty-twenty (four) vision
Last Updated: September 30, 2025
After the roller coaster that was 2023, the team discuss getting their bearings for the year ahead. Then, speaking of creaking behemoth structures in need of investment, they explain why they’ve been buying general infrastructure funds for the first time ever. Finally, a new portfolio holding is German medtech company Carl Zeiss, which specialises in cutting-edge tools for eye health. Perhaps some of Carl Zeiss’ products may help us all better see what the year ahead might hold…
Review of the week: Shoppers on strike?
Last Updated: September 30, 2025
UK retail sales slumped in December while inflation went in the other direction. Is the UK now in recession, albeit the mildest of the mild?
Review of the week: The oracle of Threadneedle Street
Last Updated: September 30, 2025
No change to monetary policy is expected this week, but investors will be eager for any clue about the Bank of England’s thoughts on inflation and interest rate cuts.
Review of the week: Political football
Last Updated: September 30, 2025
France goes to the polls for the first round of voting, the two candidates for the White House spar and the Euro knockout phase begins.
Review of the week: Don’t tread on me
Last Updated: September 30, 2025
US jobs strength pushes back interest rate cut forecasts yet further. Meanwhile, higher rates and changing business needs keeps squeezing commercial property.
Review of the week: American stocks pop
Last Updated: September 30, 2025
The US S&P 500 stock market index broke through 5,000 for the first time, hitting a record high last week as investors shrugged off worries that interest rates may not fall as fast as many had hoped.
Review of the week: Downcast, but out (spending)
Last Updated: September 30, 2025
The UK slumps into recession even as people’s spirits and retail sales rise. Meanwhile, trouble may be brewing in American inflation.
Review of the week: Planning to fail
Last Updated: September 30, 2025
Obstructive planning laws are curtailing the supply of homes in the UK, the regulator says. Meanwhile, the quality of building is slipping, suggesting we’re wrapped up in the wrong red tape.
Review of the week: Hazy data
Last Updated: September 30, 2025
Problems with UK labour surveys are making it hard to know the true rate of unemployment. Meanwhile, the Chancellor releases a tax-cutting Budget that leaves the next government with tough choices.
Review of the week: Land of the rising prices
Last Updated: September 30, 2025
In a wave of central bank meetings this week, one of them is truly different. While all other developed world policymakers are pondering rate cuts, only Japan is considering rate hikes.
Review of the week: Downward bound
Last Updated: September 30, 2025
After the flurry of central bank decisions last week, what did we learn about when (and how much) the big hitters plan to cut rates?