Investment Research & Insights for UK Financial Advisers

LIQUID REAL ASSETS: FOR INFLATION DIVERSIFICATION

28/2/2023

[5 min read, open as pdf]

Our Liquid Real Assets Index strategy delivered on its objectives
Provides access to assets positively correlated with inflation
For a risk-constrained liquid approach to real asset diversification

DRY JANUARY, STICKY INFLATION

24/2/2023

[5 min read, open as pdf]

January inflation numbers for the UK and the US diverge
Fed and BoE continue to be hawkish on rate path
Inflationary pressure remains sticky

PRIVATE MARKETS: ASSETS, FEES & INTEREST RATES

24/2/2023

[5 min read, open as pdf]

Private Market Managers’ valuations hit in 2022 on rising rates
Sustained asset growth to 2030E supports positive outlook
Highly sensitive to US interest rate expectations

FTSE past 8,000 reflects strong global sectors, not the UK economy

17/2/2023

[5 min read, open as pdf]

The FTSE 100, broke through 8,000 for the first time
This is good news for investors…
…but the index is less related to the UK economy

UK inflation at 10.1%yy for Jan-23
This is lower than the survey estimate…
… and an decrease from 10.5%yy last month Represents falling inflationary pressures
For full update including charts, open as PDF

US INFLATION MODERATES TO +6.4% (Jan-22)

14/2/2023

US inflation at 6.4%yy for Jan-23
This is above the survey estimate of 6.2%...
… and a decrease from 6.5%yy last month
Lessening inflation pressures means US is past the peak

Open as pdf for full update including charts