Category: Insights

UK Economic review – November 2023

UK core PPI is falling, historically CPI tracks this downwards UK-unique factors such as post-Brexit labour market shortages are abating, as non-EU arrivals increase. The

GDP growth in EMs is projected to be 3.9% in 2023, set to considerably outperform developed markets at 1.3%, and the world average at 2.8%.

Please click here to read our summary Chancellor of the Exchequer, Jeremy Hunt, delivered his first Spring Budget on 15 March declaring it was “A

Given the UK is the ‘home’ market for many of our clients, it is a key investment area for our portfolios. It currently faces several

Markets rallied last week after comments from Fed Chair Jerome Powell indicated the pace of interest rate hikes might slow. In a speech on Wednesday

Australia’s EPS revisions are on the rise Rising interest rates and spiralling commodity prices threaten to derail the post pandemic global recovery. However, commodity exporting

Weekly Market View from Realm Investment Management. Week ending 25th February 2022. Russia’s invasion of Ukraine dominated the news last week and caused extreme volatility

Weekly Market View from Realm Investment Management. Week ending 11th February 2022. Equity markets were generally lower last week (US small-caps managed a slight gain)