Looking back at the markets through May 2021

A selection of articles looking back through the markets last month.   Global Market Review Markets gripped by inflation fears Although global equity markets generally ended May in positive territory, investor sentiment during the month was affected by growing concerns that mounting inflationary pressures could lead to higher interest rates. “The shadow of Covid-19 is … Continue reading “Looking back at the markets through May 2021”

Economic Review May 2021

BoE upgrades growth forecast The Bank of England (BoE) has significantly increased its 2021 growth forecast, as survey evidence continues to highlight a strong economic rebound, fuelled by the easing of lockdown restrictions and rapid vaccine rollout. In early May, the BoE revealed its latest predictions for the UK economy, which included a growth forecast … Continue reading “Economic Review May 2021”

Economic Review March 2021

BoE: Outlook ‘unusually uncertain’ The Bank of England (BoE) has expressed growing confidence that a near-term recovery is gathering pace, although policymakers appear split over the country’s longer-term economic prospects. Gross domestic product (GDP) figures released by the Office for National Statistics (ONS) showed the UK economy shrank by 2.9% in January as the third … Continue reading “Economic Review March 2021”

Economic Review February 2021

UK economy poised for recovery Although the latest gross domestic product (GDP) statistics revealed the UK suffered a record slump in 2020, there are now growing hopes the economy is on the cusp of recovery. Figures published by the Office for National Statistics (ONS), showed the UK endured a record fall in output last year … Continue reading “Economic Review February 2021”

Economic Review December 2020

Brexit trade talks Following a gruelling nine-month negotiation process, the UK and EU finally agreed and signed a post-Brexit trade deal just a day before the transition period ended. Although the UK officially left the EU on 31 January 2020, trade had continued on the same basis during the 11-month transition period. The two entities … Continue reading “Economic Review December 2020”

Economic Review November 2020

Spending Review Chancellor Rishi Sunak has announced government spending plans for the coming 12 months as part of his Spending Review, delivered to the House of Commons on 25 November. During his statement, Mr Sunak said the government had already spent £280bn supporting the economy through the pandemic and pledged a further £55bn over the … Continue reading “Economic Review November 2020”

Economic Review September 2020

Lockdown recovery fears Although the latest gross domestic product (GDP) statistics confirm the UK economy staged a recovery over the summer months, there are growing fears that tighter coronavirus restrictions will inevitably hit future growth prospects. Official data released by the Office for National Statistics (ONS) showed the UK economy grew by 6.6% in July. … Continue reading “Economic Review September 2020”

Economic Review of July 2020

UK Economy Recovering Although recent data has confirmed that the UK economy is recovering from its coronavirus lockdown slump, the longer-term outlook (unsurprisingly) remains decidedly unclear. Official data released by the Office for National Statistics (ONS) showed that the UK economy grew by 1.8% in May, following April’s record 20.3% contraction. While this modest rebound … Continue reading “Economic Review of July 2020”

UK housing market at a crossroads

The UK housing market is facing a unique combination of pressures, which could have major consequences for first-time buyers and sellers alike. In particular, the long-term trend of climbing house prices may be losing steam – but is this good news or bad news? Five straight months of falling house prices in London is just … Continue reading “UK housing market at a crossroads”

July’s inflation statistics: another gloomy sign about the UK’s prospects?

What conclusions can be drawn from the most recent inflation statistics? Is it a sign of the UK’s ongoing weakness, alongside slower wage growth, and therefore another reason to avoid UK assets? Or should investors be encouraged by lower inflation? After all, it continues to lag wage growth, and at some points consumers must surely … Continue reading “July’s inflation statistics: another gloomy sign about the UK’s prospects?”