Jon Chitty Federal Retreat

Weekly Wrap: Plenty of data, not much action

26 August 2016

With fund managers swapping their Bloombergs for beach towels during the latter part of August, markets are usually characterised by light volumes and a series of slow news days. Read More...

Quantitative Easing: The Pension Black Hole

Quantitative Easing: The Pension Black Hole

24 August 2016

The recent decision by the Bank of England to restart its quantitative easing (QE) programme, in particular the purchase of gilts has led to yields falling to record low levels. Read More...

Weekly Wrap: Retail Surprise

Weekly Wrap: Retail Surprise

19 August 2016

Retail sales numbers lead to a pleasant surprise.

Hunt for yield

Hunt for Yield: Bonds or Equities?

16 August 2016

Senior Fund Manager Matthew Brennan and Fund Manager Rachel Birkett go on the hunt for yield. Read More...

Jon Chitty House Prices

Weekly Wrap: Are house prices about to crash?

12 August 2016

Is weakness creeping in to the housing market.

Jon Chitty - UK Open For Business?

Weekly Wrap: The UK is open for business – but for how long?

29 July 2016

On Wednesday, preliminary estimates for UK GDP growth for the second quarter of 2016 came in at 0.6%, slightly ahead of consensus expectations. Read More...

Investment Quarterly July 2016

IQ July 2016

25 July 2016

The UK’s surprise referendum decision to leave the EU, in an instant, has shifted Europe’s tectonic plates in a quake which has shuddered across the world’s financial markets. Read More...

Weekly Wrap: Too soon to gauge Eurozone post-Brexit resilience?

Weekly Wrap: Too soon to gauge Eurozone post-Brexit resilience?

22 July 2016

The key macro event to watch this week was the European Central Bank’s (ECB) rate setting meeting, and to all intents and purposes it was fairly unspectacular. Read More...

Fixed Income - the new normal?

18 July 2016

Since 2011 the UK Corporate bond market has delivered an impressive annualised return of 8%; but now is the time to reset your expectations. Read More...

Jon Chitty - No rates change for now

Weekly Wrap: Rates - no change...for now

15 July 2016

Markets were on edge coming in to the first ‘live’ interest rate decision from the Bank of England (BoE) in almost a decade. Read More...