Café del Mar anyone? Watch the sunset?
Brace yourself! This could be the year when the world goes on holiday. None of this worrying about how on earth you will use all your holiday allowance by the end of the year in 2022!
The Plastic Problem
It’s impossible to imagine our life without it. Durable, lightweight and cheap, plastic is a fundamental part of our existence. Having been around for a century or so, the material’s rise to prominence has largely been in the past 50 years and has become a booming industry. Indeed, the plastic bottle industry alone in the […]
What we can expect from central banks this week
It’s a monster week for central bank policy with some potentially big decisions to be made not only at home in the UK, but most importantly out of the US too.
Climbing the Slope (of the Yield Curve)
The years since the Global Financial Crisis have been hard for the banking system. There has been the very obvious damage wrought upon economies from lost growth, but there has also been the less obvious hit to returns brought about…
Yep, saving the planet is definitely inflationary
We’ve firmly been in “camp transitory” when it comes to inflation but nonetheless have also been very worried that inflation could be stickier than both the market and central bankers think. It was clear to us that supply disruption, particularly supply chains that interacted with China, as well as those reliant on semiconductors, could be […]
Central Banks – Pandemic end game in sight
The rise of the pandemic across the world resulted in unprecedented support from governments and central banks alike. Whilst furlough and company support schemes were rolled out by respective governments across the western world, central banks also went to town in their levels of monetary easing…
Short-term inflation, long-term deflation
We talked previously about our worries that in the short-term, inflation is likely to be an issue for the global economy. And we are still very worried – worried that supply disruption induced “transitory” inflation could last well into next year and possibly even 2023…
ESG – an exponential breaking of business models
Many businesses over the last couple of years have encountered incredible stresses on their business models, with lockdowns and stay at home orders having lasting impacts on their long term viability.Bricks and mortar retail along with the commercial real estate companies …
Sun, Sand and Summer Liquidity
So it’s that time of the year, a great opportunity to reflect, relax and rejuvenate as the summer months bring a sense of calm to the markets and we all go on holiday to recharge…err…who am I kidding! As we all know, this is no typical year and no typical summer and as active investors we need to continue to be on our ‘investment toes’ as well as on the beach…
The Kansas tornado
“Toto, I have a feeling we’re not in Kansas anymore.” – L. Frank Baum We’ve recently talked of the inflationary dynamics as we emerge from the pandemic. We’ve also talked about forward looking data and commentary being incredibly instructive as to what is actually being seen on the ground by businesses. Just like Dorothy in […]
