Market Updates

Inflation: what next?

Inflation: what next?

Inflation will inevitably rise sharply in coming months as the Russian invasion of Ukraine has added to the ongoing commodity price shock. Inflation may approach 8–9% across a number of the major economies, which is well above inflation targets. Key factors: Supply...

Is a recession on the cards?

Is a recession on the cards?

Central banks are currently facing a complex situation: ignoring the inflation crisis is not an option but tightening too fast could easily tip the economy towards a recession. The economic growth projections have been lowered across all economies, largely in reaction...

ANDPAPERS Q2 2022 | CENTRAL BANKS ON THE MOVE

ANDPAPERS Q2 2022 | CENTRAL BANKS ON THE MOVE

The devastating impact of the war in Ukraine has had profound economic repercussions. Russia and Ukraine represent a small share of global GDP and financial markets, but the spike in oil and gas prices triggered by the conflict (and the subsequent sanctions) has...

Central banks: demand management or demand destruction?

Central banks: demand management or demand destruction?

The devastating impact of the war in Ukraine has had profound economic repercussions. The spike in oil and gas prices triggered by the conflict (and the subsequent sanctions) has raised the threat of the worst stagflation shock since the 1970s. The Ukraine invasion...

After 2021, what will drive equity markets going forward?

After 2021, what will drive equity markets going forward?

2021 was a booming year for equity investors, but it is evident that 2022’s backdrop is likely to be quite different. We believe stock market investors will keep a keen eye on monetary policy, as this is expected to drive volatility and stock market valuations. After...

Investment Desk Bulletin February 2022

Investment Desk Bulletin February 2022

London & Capital's monthly Investment Desk Bulletin gives you direct insight into how our investment specialists are interpreting the current markets and building this into your portfolio. Each month a member of our Investment Desk will be giving a summary of the...

The Debrief Webinar | Q1 2022

The Debrief Webinar | Q1 2022

We invite you to sit down with our Chief Investment Officer, Pau Morilla Giner, and Head of the Private Investment Office, Iain Tait, as they debrief on the last quarter and look ahead to potential market trends for Q4. They examine the geo-political shifts, cyclical...

Investment Desk Bulletin January 2022

Investment Desk Bulletin January 2022

London & Capital's monthly Investment Desk Bulletin gives you direct insight into how our investment specialists are interpreting the current markets and building this into your portfolio. Each month a member of our Investment Desk will be giving a summary of the...

This is not the end of super-cheap money

This is not the end of super-cheap money

Is this the end of super-cheap money? Judging by various headlines, it would be easy to believe that central banks are on the verge of withdrawing their loose monetary policy altogether. But is this really the case? After more than 18 months of central bank support,...

Are we heading for structurally higher inflation?

Are we heading for structurally higher inflation?

Even if full normalcy is still a long way off, people are ready to return to ‘life as we knew it’. Shops have reopened, international travel is taking off again and vaccines are being rolled out globally. Closing the remaining slack will keep boosting economic growth....

AndPapers Q4 2021 | Return to life as we knew it?

AndPapers Q4 2021 | Return to life as we knew it?

Even if full normalcy is still a long way ahead, shops are reopening, vaccines are rolling out and people are ready to return to ‘life as we knew it’. Closing the remaining slack will keep providing impetus to economic growth, but there is evidence that the speed of...

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