22 January 2023

Between Tides…Beware of the Rocks

As 2023 begins, the US equity market remains well above its long-term averages. Amid a mass of contradictions, rising uncertainty is creating more opportunities for patient investors.
22 December 2022

Festive Financials

It's been an "interesting" 2022, and we think 2023 will be more of the same. Read our reasoning, as well as our responses to recent client questions in our year-end investor Q&A.
18 November 2022

Replay: Q4 2022 Investor Lunch (18 November 2022)

In our 4th virtual investor lunch, Dr. Phil Wool, Head of Investment Solutions of our parent company Rayliant, joins to share how his team uses big data and machine learning to navigate global markets.
1 November 2022

Quarterly Asset Class Update Autumn 2022

In our latest Quarterly Asset Class Update, we break down global markets by the numbers, offering thoughts as to where markets could be headed as 2022 heads into the home stretch.
28 October 2022

Stormy Seas Ahead

Bear hunting. Head of Investments, Ben Ashby analyses the different kinds of bear markets and what they can look like. Plus why political instability in the U.K. is a reflection of deeper changes in voter patterns.
28 September 2022

I’ve Been Expecting You, Mr. Bond

Henderson Rowe’s Head of Investments, Ben Ashby, analyses the UK’s recent mini-budget, the context behind it and the subsequent moves in the Pound and the Gilt market. The UK is having its time in the doghouse, but we do not expect it to be alone, nor to be the worst dog.
28 July 2022

Who Would Make the Best Prime Minister?

Henderson Rowe's Head of Investments, Ben Ashby, examines some of the challenges faced by the next British Prime Minister. Faced with two unappealing choices, neither seems to offer the sort of strategic vision required. Yet as Sunak’s campaign stalls, it confirms our belief much of it was style over substance.
19 July 2022

Quarterly Commentary Summer 2022

Stagflation fear sent stocks into a bear market in Q2, while bonds tanked as the Fed debated a full-point rate hike after June’s jarring 9.1% rise in US CPI. How might the fight against inflation unfold in the second half?
19 April 2022

Quarterly Commentary Spring 2022

March marked ‘lift-off’ for the Fed, which commenced tightening, hiking rates a quarter-point. With Russia’s invasion of Ukraine shocking energy markets and COVID shutting down Shanghai, is a soft landing at risk?