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ANNUAL REPORT 2024
Economic Events to 31st December 2024 2024 was defined by two distinct periods of strong performance in the US. Over the year, the...
jackfreeth
Feb 271 min read
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AUTUMN BUDGET 2024
Key Announcements - 31.10.2024 On 30th October 2024, Rachel Reeves, the first female Chancellor, and the first Labour Chancellor in...
jackfreeth
Nov 15, 20241 min read
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ECONOMIC REPORT
To 30th September 2024 A lot has changed in the past six months, as markets have moved from rate hiking cycles to rate cutting cycles....
jackfreeth
Nov 15, 20241 min read
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BI-ANNUAL REPORT 2024
Economic Events to 30th June 2024 The expectation at the start of the year for wider markets was that both inflation and interest rates...
jackfreeth
Jul 5, 20241 min read
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ANNUAL REPORT 2023
Economic Events to 31st December 2023 At the start of 2023, the base assumption across markets was that rising interest rates would lead...
jackfreeth
Jan 5, 20241 min read
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BI-ANNUAL REPORT 2023
The first 6 months of the year saw significant volatility in markets, as Central Banks continued to raise rates. The collapse of Silicon...

Data Wealth Management
Jul 15, 20231 min read
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JANUARY 2023 REVIEW
January started with optimism, with both equities and bonds rising in response to cooling inflation and an anticipation that the central...

Data Wealth Management
Jan 31, 20231 min read
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ANNUAL REPORT 2022
Economic Events to 31st December 2022 2022 was a very difficult year for investors, with the largest interest rate hikes in 30 years,...

Data Wealth Management
Jan 1, 20231 min read
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DECEMBER 2022 REVIEW
A difficult 2022 was rounded out with a negative month in both equities and fixed income. There was perhaps some tax loss harvesting in...

Data Wealth Management
Dec 31, 20222 min read
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NOVEMBER 2022 REVIEW
Another positive month for equities and a return to gains for bonds. This marks two months of positive equity gains, with gains in the US...

Data Wealth Management
Nov 30, 20222 min read
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OCTOBER 2022 REVIEW
A more positive month for equity markets, with some potential green shoots emerging in the bond market and a rally in the equity market....

Data Wealth Management
Oct 31, 20222 min read
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SEPTEMBER 2022 REVIEW
Another tough month for both fixed income and equities, with the prospects of a more meaningful collapse in UK Pensions driving the...

Data Wealth Management
Sep 30, 20222 min read
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