Jack Byerley, Deputy Portfolio Manager
Bilal Ibrahimi, Research Analyst
US Equity Review
Since we last reviewed the US market in June 2021 the economic and geopolitical landscape has changed significantly. Inflation…
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World markets summary:
The war in Ukraine has unfortunately again dominated headlines over the month. An elongated conflict in Eastern Europe has raised the risk of recession as consumer…
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Macro
In our last commentary we stated that Central banks in the west had taken the first baby steps towards normalisation of interest rates. Whilst the actual moves made to…
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With some of our staff having loved ones located in Ukraine, awareness of the need for extra supplies was undeniable, and WH Ireland came together to ask all staff for…
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Summary
The banks had a strong performance in 2021 and are on the path to similar results in 2022. In 2021, the S&P Regional Bank Index was up 37%…
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World markets summary:
February was a chaotic month for investors as they first had to cope with re-accelerating economic growth and an attendant worsening of the inflation situation which…
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Last week I wrote that the Western response to the Russian recognition of two breakaway republics had been very mild, perhaps because it stopped just short of a full invasion.…
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FOR INFORMATION PURPOSES ONLY
The media is currently being dominated by the geopolitical crisis in Ukraine so I thought it opportune to share our thoughts on what has happened, put…
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World markets summary:
Oil and commodities were the star performers in January as almost all other asset classes, be they equities, corporate bonds or government bonds, suffered meaningful declines.…
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Macro
Well it’s begun. The first baby steps on the path towards normalisation of monetary policy in the West, that were not even considered a possibility last January, were taken…
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