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Insight Financial Associates

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Market Commentary January 2022

Introduction  Despite the pandemic, 2021 was a good year for the majority of stock markets we report on in the Bulletin. We wrote that a year ago and – irrespective of all the ups and downs it brought – 2021 was another good year for world stock markets. All but one of the markets we …

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The Autumn Budget

The Autumn Budget: Marks out of Ten…

Rishi Sunak, the Chancellor of the Exchequer, delivered his second Budget speech of the year on Wednesday October 27th. It was, he declared at the start of the speech, “a Budget for a new age of optimism”. He sat down an hour later with Conservative backbenchers furiously waving their order papers as he promised “a …

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Market Commentary

Market Commentary December 2021

Introduction November was a month when supplies of both oil and gas – or the lack of them – dominated the news. You will read several comments below about the threat of inflation. In many countries, it is reaching levels not seen for two or three decades, and the escalating price of oil and gas …

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Market Commentary November 2021

Market Commentary November 2021

Introduction October was the month which brought us Chancellor Rishi Sunak’s second Budget of the year. Normally that would make the headlines, but October was also a month when the world gave us plenty to worry about. With factors such as rising energy prices and supply chain issues impacting economies worldwide, the UK’s economic outlook …

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Market Commentary October 2021

Market Commentary October 2021

You will no doubt be aware that September was a month when shortages dominated the headlines. As we will see below, it was by no means a problem confined to the UK: sadly it does not look like a problem that will quickly disappear. We have, for example, written previously about the shortage of semiconductor …

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