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Review of the week: Maelstrom
Last Updated: September 30, 2025
Soaring bonds yields sent mortgage rates skyrocketing. However, they also upended pension funds in a nasty feedback loop that threatened to send many of them to the wall.
Review of the week: Credibility is the currency
Last Updated: September 30, 2025
The Bank of England has kept the gilt market greased and the Chancellor has brought forward the date he will reveal his detailed fiscal plans, easing pressure on the UK. Meanwhile, inflation still reigns supreme in investors’ minds.
QuidDitch
Last Updated: September 30, 2025
The team ponder whether, after the not-so-mini reaction to the Chancellor’s ‘mini-budget’, it’s finally time to buy UK bonds again or whether US Treasuries still look a better place for capital, and explain how they are tackling currency exposure in the face of a continually volatile pound. Also, what does the return to a world of higher costs of capital and risk-free rates mean for markets, and how should it change how we invest?
Review of the week: More than full circle
Last Updated: September 30, 2025
New Chancellor Jeremy Hunt has reversed virtually everything announced in the Truss-Kwarteng mini-budget in a bid to stabilise markets after weeks of turmoil.
Review of the week: The price of milk
Last Updated: September 30, 2025
Inflation continues to eat away at shoppers’ spending power, both in the UK and abroad. Meanwhile, how do currency fluctuations affect investment returns?
Review of the week: Big Tech’s scary sell-off
Last Updated: September 30, 2025
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’.
Review of the week: Imaginings and disappointments
Last Updated: September 30, 2025
Central banks are doggedly raising interest rates. Investors hopeful for a change of tack may continue to be disappointed for a while yet.
Review of the week: Inflation slows, stocks surge
Last Updated: September 30, 2025
Stocks flew higher after inflation came in lower than expected. It’s tough and getting tougher for businesses and families though, especially in the UK.
Review of the week: Behind the curtain
Last Updated: September 30, 2025
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.
Review of the week: The upside down
Last Updated: September 30, 2025
Watchers of Netflix’s Stranger Things will know the Upside Down isn’t a cheery place to be. So what’s going on in bond markets?
Review of the week: 2022 wrapped up
Last Updated: September 30, 2025
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?
Review of the week: An exceptional year
Last Updated: September 30, 2025
One for the ages, 2022 was a whirlwind year that shook up economies and markets. What’s in store for 2023?