Our Commentaries

Quarterly Review January 2024

What a difference in three months. The predictions of falling inflation have come true, both equity and bond markets have (over)reacted, Christmas has come and gone, the cold weather has arrived and the electioneering has started.

Quarterly Review October 2023

The clocks have gone back and the weather has turned so the feeling in the air is that it is time to hunker down and prepare for Winter. The investment markets are reacting to the latest economic conditions in a similar way.

Quarterly Review August 2023

It’s August already, surely summer can’t be over and it be time to dig out the warmer clothes but we have already booked our Christmas party so we are most definitely in the second half of the year.

Quarterly Review May 2023

Regular readers of these reports will be aware of my liking for a weather analogy, and I make no excuses for continuing the theme this quarter.

Quarterly Review February 2023

All those involved in the management of investments are very happy to have closed the door on 2022 and are looking forward to 2023.

Quarterly Review November 2022

Time is such a precious commodity and it is, in turn our friend and our enemy.

Quarterly Review August 2022

Over the last four decades of involvement in investment management about the only constant I have known has been the fact that we are always in a state of change!

Quarterly Review February 2022

While Omicron levels are still a big concern in Europe and countries around the world, many feel the UK isdemonstrating glimmers of hope for us all, looking for life beyond Covid.

Quarterly Review November 2021

Whilst discussion and action on climate crisis issues heat up, David Wheildon believes there are not only ways to manage investments sensibly, these are times of opportunity for new businesses.

Quarterly Review August 2021

David Wheildon thinks that some immediate stability is helping us assess the opportunities that will be found in doing some business differently in future.

Quarterly Review May 2021

The markets, like our spring gardens, may be cautiously opening up but, says David Wheildon, care and innovation must define the the route forward.

Quarterly Review February 2021

As 2021 begins, there may be many new realities here to stay, but there are ways to adapt successfully, says David Whieldon.

Quarterly Review November 2020

Balancing economic and human health is a challenge, says David Wheildon, but the secret to staying warm in winter is methodical preparation.

Quarterly Review August 2020

Opening up after lockdown may be more uncharted territory but principles of wise investment management remain steady, says David Wheildon.

Quarterly Review May 2020

Critical global circumstances call on the skills we've always had at our core, says David Whieldon.

Quarterly Review February 2020

In many ways we’ve been in limbo for the last few years, implies David Wheildon – but politically there maybe a few decisions made now that point a way forward for the immediate future of the markets.

Quarterly Review November 2019

Amid relative market stability during political limbo, preparing for change will help keep us on an even keel.

Quarterly Review August 2019

Despite some modest growths so far, mixed messages mean we should continue to manage our expectations, suggests David Wheildon.

Quarterly Review May 2019

Spring may seem like welcome respite, but David Wheildon suggests we keep a sensible mindset with political upheavals ahead.

Quarterly Review February 2019

Nothing is predictable, and this is the new normal, but the global outlook is not a looming disaster.

Quarterly Review November 2018

David Wheildon believes that, whether political colours change in Westminster or not, sensible management of risk is always in season.

Quarterly Review May 2018

Does the bad weather reflect the ups and downs of the global financial environment or is the barometer steadier than we think, asks David Wheildon.

Quarterly Review February 2018

David Wheildon sees the need for careful balance as incremental developments in the status quo just beginning to emerge.

Quarterly Review November 2017

David Wheildon reads the economic barometer without complacency in a time of mixed economic weather.

Quarterly Review August 2017

A shifting landscape of trends means keeping an careful eye on things, says David Wheildon.