John Husselbee, Head of the Liontrust Multi-Asset Investment Team brings us the December Market Review. Key points from the month: Strong 2021 for equities but should we expect more pauses for breath over the next 12 months? Bank of England pushes through small rate rise as inflation continues to tick upwards, despite Omicron uncertainty Eight […]
John Husselbee, head of the Liontrust Multi-Asset Team gives us his thoughts for our October Market Review. Key points from the month: Markets able to shrug off September’s correction, with corporate earnings driving fresh records in S&P 500 Marginal UK rate rise and tapering by Federal Reserve expected but we see these as positive early […]
John Husselbee, head of the Liontrust Multi-Asset Team, talks us through the key points in our Market Review for September. Key points from the month: – Range of concerns – Delta variant, elevated inflation, supply chain blockages, spiralling raw material prices, and imminent tapering – are denting sentiment – US markets saw 2021’s first 5% correction but it remains […]
We welcome commentary from John Husselbee, head of the Liontrust Multi-Asset Team, with a review of the August Market. Global focus shifted to the Middle East during August, with the UK and US withdrawal from Afghanistan and the unexpectedly swift takeover by the Taliban. Putting aside the potential political fallout, Afghanistan has a large population […]
A year ago I wrote an article for The Guardian, with my thoughts on what future investment opportunities would look like and whether we were ready to start stockpiling cash under the mattress. My thoughts at the time were that despite the FTSE falling to the lowest level since 2008, many investment opportunities existed and […]