UK inflation at 10.5%yy for Dec-22
This is the same as the survey estimate… … and an decrease from 10.7%yy last month Represents falling inflationary pressures For full update including charts, open as PDF Wealth Manager's Ross Miller chats to Elston Consulting's Henry Cobbe. They discuss the return of yield and how it plays out across equities, bonds and alternatives.
Listen to the podcast [5 min read, open as pdf]
[5min read, open as pdf]
- This is in line with the survey estimate… - … and a decrease from 7.1%yy last month - Lessening inflation pressures means US is past the peak Open as pdf for full update including charts NMA speaks to investment consultant Henry Cobbe about positioning equities for higher inflation using sector and factor equity investing.
Listen to the podcast
To learn more, read our article in FT Adviser: https://www.ftadviser.com/investments/2023/01/09/alternatives-necessary-to-truly-diversify-and-protect-against-inflation/ [5min read, open as pdf]
[5 min read]
1. Yield is back: for equities, bonds and alternatives - the yield drought is over 2. Selectivity matters more: within and across asset classes 3. Inflation is getting stickier: getting past the peak, but still a problem Read the summary article Find out more:
UK inflation at 10.7%yy for Nov-22
This is lower than 10.9%yy survey estimate… … and an decrease from 11.1%yy last month Represents falling inflationary pressures For full update including charts, open as PDF US inflation at 7.1%yy for Nov-22
This is lower than the survey estimate… … and a decrease from 7.7%yy last month Represents lessening inflation pressures For full update including charts, open as pdf [5 min read, open as pdf]
CPD Webinar: Is Active Management a Zero-Sum Game?
https://www.ftadviser.com/investments/2022/11/28/understanding-bonds-in-an-inflationary-environment/ [5 min read, open as pdf]
[5 min read, open as pdf]
[3 minute read, open as pdf]
[5 min read, open as pdf]
A private market allocation is structurally hard to reverse if things go wrong with any of 1) the investor’s liquidity needs, 2) the private market fund’s underlying investments, or 3) the realised returns relative to risk-free investments (e.g. gilts) for a given term. As such, an allocation to private markets should be seen more like an irreversible decision, unlike almost all other investments available to institutional investors which can be sold at a day, week or month’s notice. In this brief note, we do not set out the case for investing in private markets – that has been set out extensively elsewhere. We do however raise some points of challenge to those stated advantages. [Read full paper as pdf] UK inflation at 11.1%yy for Oct-22
For full updates including charts, open as pdf [3 min read, open as pdf]
US inflation at 7.7%yy for Oct-22
This is lower than the survey estimate… … and a decrease from 8.2%yy last month Represents lessening inflation pressures For full update including charts, open as pdf |
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