Navigating volatile markets: harnessing the bond-equity partnership

In this article, we take a closer look at the longer-term relationship between bonds and equities, and how we can use it to our advantage during periods of market volatility. Understanding market volatility Financial markets never stay still and can often move dramatically higher or lower in response to major global events or when economic […]

11/03/24: US inflation, Trump Tariffs & Middle East tensions

In this week’s episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss US inflation, Trump Tariffs & Middle East tensions. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject […]

Cornelian Risk Managed Funds: Market Outlook

By Hector Kilpatrick Senior Investment Director; Head of Risk Managed Funds Some specific sectors of the stock market seem to be exhibiting a degree of euphoria. Exposure to anything Artificial Intelligence (AI) or obesity drug related is being handsomely rewarded and, as a result, a degree of caution is required. However, the focus on very […]

17/06/24: US inflation, rate cut expectations & outlook for Japan

In this week’s episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss US inflation, rate cut expectations & the outlook for Japan. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may […]

The market’s reaction to the UK election – it’s about economics, not politics

Financial markets seem ambivalent about the UK’s coming general election. Brooks Macdonald’s Investment Strategist, Matthew Cady, discusses why economics, not politics, is currently the biggest influence. Despite the political shock waves of a general election called much earlier than expected, for Thursday 4th July, financial markets barely registered the news. Whether looking at sterling, the […]

10/06/24: ECB’s interest rate cut, NVIDIA’s rise and the week ahead

In this week’s episode of the Monday Espresso podcast, Nathan Sweeney & Sarah Todino discuss the ECB’s interest rate cut, NVIDIA’s rise and the week ahead. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and […]

Asset Allocation Overview: Q1 2024

Will inflation keep falling? Contact us 0203 418 0257 info@onekc.co.uk References Source: https://www.brooksmacdonald.com/insights/allocation-overview

03/06/24: Stabilising inflation, moderating growth & potential rate cuts

In this week’s episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss stabilising inflation, moderating growth & potential rate cuts These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject […]

Is it time to look at the UK?

By Mike Toolan & Joshua Herson Column inches and emotive headlines have been dedicated to the decision, by a number of high profile UK Investors, to materially change their allocations to UK assets in favour of US assets. Headlines touting the continued demise of London as a world leading financial centre to patriotic criticism for […]

27/05/24: Election surprises, easing inflation & NVIDIA’s AI surge

In this week’s episode of the Monday Espresso podcast, Nathan Sweeney & Sarah Todino discuss election surprises, easing inflation & NVIDIA’s AI surge. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject […]

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