Ear to the Ground

Lowes Investment Management Blog

Within this article we focus our attention on the conflict in the Ukraine and the impact it has had to date on financial markets and the economy. Firstly however, we acknowledge that the invasion of the Ukraine by Russia has captured the thoughts and feelings…

Ear to the Ground

Lowes Investment Management Blog

Unfortunately the main news this week is the very sad events which are now developing in the Ukraine. I think we are all aware of what is now happening so I won’t look to go into detail. The UK, EU and the US began with a round of sanctions as their initial response and it is likely that these will be ramped up…

Ear to the Ground

Lowes Investment Management Blog

In a further sign that certain stocks are priced for perfection we saw another technology stock take a tumble this week when it missed on expectations. This time it was Roblox, the open gaming platform, who on Wednesday saw their share price fall 26.6%…

Ear to the Ground

Lowes Investment Management Blog

Inflation again took centre stage on Thursday as the US released their latest figures. Headline CPI came out at a rather eye-watering 7.5%, the highest reading since February 1982 and above market consensus of 7.2%. Core CPI…

Ear to the Ground

This week we expected the Bank of England meeting on Thursday to sit at the top of the agenda. However, activity in certain equities this week has eclipsed this and moved into top spot. On Thursday we saw Facebook parent Meta’s share…

Structure Can Lead To Success

Defined return investments, with their known return profile from the outset depending on certain market conditions being achieved

Ear to the Ground

The prospect of higher inflation and interest rates

All eyes were on the US Federal Reserve this week as they met to discuss interest rates and the size of the central bank balance sheet. Last week we reported that the likelihood was that they would leave rates…

Ear to the Ground

This has certainly been a week for headlines. There does not seem to be a week where we don’t mention inflation and this week will prove no exception.

Ear to the Ground

Inflation was back to taking centre stage this week with the release of the latest rate in the US.