Market Commentary
22 December 2022
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.
1 November 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
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
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
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
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
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?
15 February 2022
Red-hot inflation going into 2022 has pulled forward the Fed’s timetable for tightening, just as a surge in Omicron cases threatens to hit growth. How will markets react to rate hikes in the year ahead?
Between Tides…Beware of the Rocks