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Higher Rates and Lower Houses
A typical UK house has risen by 140 times since the 1950s. Over a similar timeframe, houses have broadly done
Latest
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Crossroads
Having turned defensive in late 2021, we bought the dip in the autumn and have now started to scale back.
The Dollar Is Back
Over the past year, what was good for the US dollar was bad for the stockmarket. The world’s reserve
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Too Many Jobs
Trades in Whisky The long-awaited US inflation data came out today at 6.4% for the year. That is 0.
Mind the Gap
In this week’s Multi-Asset Investor, I recalled the two biggest problems facing the market in 2022, namely the collapsing
Reducing Risk
Flash Note In light of Tuesday’s note, I am taking defensive action in the portfolios. The risk is that