Insights
Our award-winning team have many years of experience analysing collective investment vehicles as well as being at the forefront of the evolution of the UK’s retail structured investment landscape. Sign up to receive insights, industry news and our thinking on current market trends straight to your inbox.
Sign up today!

Ear to the Ground
The latest inflation forecast for the UK from Citi took the market by surprise this week. Updated for a further rally in gas and electricity prices, they believe that a further upside shift in inflation is highly probable and that CPI could peak at over 18% in January. This is some way above the 13.3% predicted by the Bank of England in their latest report.

Ear to the Ground
The US Federal Reserve Chair Jerome Powell took markets by surprise at the Jackson Hole Symposium last week. Many market commentators had been expecting him to deliver something of a pivotal moment. A softer stance on monetary policy tightening, in particular interest rate hikes, was envisaged given the softer economic data coming through and fears of a recession.

Ear to the Ground
The latest inflation forecast for the UK from Citi took the market by surprise this week. Updated for a further rally in gas and electricity prices, they believe that a further upside shift in inflation is highly probable and that CPI could peak at over 18% in January. This is some way above the 13.3% predicted by the Bank of England in their latest report.

Ear to the Ground
Droughts, blackouts and potentially an inflation top out. With the UK and Europe in the midst of another heatwave we are hearing of more hose pipe bans and of reservoirs drying up. In Europe the shortage has the potential to become the regions next big enemy.

Ear to the Ground
This week was always going to be about the Bank of England and it indeed proved to be the case. The market fully expected that the Monetary Policy Committee (MPC) would raise rates by 0.5% to 1.75% and they delivered accordingly. This was the largest increase seen in 27 years. This move was supported by eight of the nine committee members…

Ear to the Ground
Something we might be a little bit more reticent to bring home however is the nation’s favourite cheeseburger, after McDonalds announced last week that it will see its first price increase in over 14 years. It wasn’t just a small increase either, with a 20% hike being imposed. The company is also to pass on the cost of higher fuel and ingredients onto other items on their menu.
You can unsubscribe at any time by emailing enquiry@lowes.co.uk or by clicking the ‘unsubscribe’ link at the bottom of each email.
Full details of how we use and secure your personal information and how to update your marketing preferences can be viewed in our Privacy Policy
