Latest News from Tatton Investment Management: Central bank policy gamble?

12 May 2023

Trust the MPC to rain on May’s parade 
Concerted rate rises are raising both risk levels and the possibility of the central bank policy mistake we fear – in particular for the UK.

US debt ceiling brinkmanship is nothing new
The US government in a standoff about its debt is not deja vu because it has happened before, but this time the game of high stakes poker is being played for the presidential election. 

European energy prices: the great reset?
Not everyone is convinced the decline in the cost of energy in Europe is permanent -  the fragile equilibrium is balancing on the challenging issues of new supply lines and reducing consumption.

Trust the MPC to rain on May’s parade
After a period where it felt like there was a shortage of news, things are hotting up. Both equity and bond markets are bearing up well generally but, in our estimation, underlying risks have increased since May started. 

After last week’s rate rises in the US and Europe, this week it was the turn of the Bank of England (BoE) to increase the UK base rate to 4.5%. While members of the Monetary Policy Committee (MPC) will have seen weak real growth data for first quarter of 2023 (+0.1% versus the previous quarter, with March slowing sharply by -0.3% versus February), BoE researchers raised their estimate for economic activity this year and no longer think there will be a recession. More importantly, they expect year-on-year inflation to take more time to slow, to remain above 8% as of June, and to finish 2023 at 5.1%. They say the risks are skewed towards inflation continuing to be high rather than below the BoE’s 2% target.  

Not everyone agrees with them. The independent MPC members, Silvana Tenreyro and Swati Dhingra, wanted no rate hike. Meanwhile Michael Saunders of Oxford Economics – a former independent MPC member , and a noted hawk in his time there – believes UK inflation is set on a downward trajectory. He thinks risks are skewed towards an undershoot of the target, and that this rate hike will probably be the last in this cycle. 

The past three years have been tough for the UK. Below is a Bloomberg chart showing the total change in real gross domestic product (GDP) for European nations and Northern America;



The fact is that over the past few years, the UK has faced production capacity issues which other countries have not. For various reasons, we have not had enough resources to fuel overall growth. The biggest resource shortage has been the skilled and unskilled people needed to do the work. The BoE still worries this is the case, which is why it sees inflation risks skewed to the upside and it’s difficult to see how this will be resolved in the short to medium term. 

The problem, for all of us here, is how do we get to a situation where UK businesses can be globally competitive if workers of all stripes are not readily available? If labour gets paid more, the impact on businesses is to be less globally competitive, so there will be a steady outflow of jobs. Whole economy real growth will remain consequentially low. The data seems to tell us this may have been occurring, and the imbalance still exists. 

There is reasonable evidence that UK wages have fallen. According to the OECD, we have gained labour competitiveness on a relative basis since 2015, although that hasn’t change over the post-pandemic period. Below is a chart showing different countries and regions (Tatton IM adjustments from OECD data): 



But there is a problem. That change in competitiveness means workers are paid less comparatively. The Japanese may feel poorer but, for their economy, it’s a relatively good thing since those workers stay in Japan. Whereas in the UK, workers shift to better-paid areas. This is particularly so for highly-skilled workers such as doctors. It doesn’t solve the issue of lack of resources. Over the long term, training our youngsters well (and retraining our not-so-youngsters) will have the biggest impact. Before then, a dose of realism about retaining and attracting skilled workers is important – that’s not just about pay but about creating nice places to live.  

Meanwhile, the environment for businesses in the developed world remains difficult. The rises in short-term rates has happened almost everywhere and at the same time. Indeed, apart from the early 1980s, there has never been a such a period with virtually all central banks acting as if in concert. That unified action also means their policies have an unprecedented global impact, magnified by a more interlinked world than in the 1980s. At Tatton, we’re sure that central bankers take into account the impact of each other’s decisions and yet this final phase of rate rises could be viewed as coordinated overkill. 

Money supply has been contracting in the western countries since the start of the year, and house prices have been falling in almost every region except Japan. Producer prices are heading into contractionary territory. Energy prices particularly are falling. And, in the US, the labour market indicators tell us the jobs market has moved to a weak rather than strong dynamic. 

The US is always at the centre of global markets, so the possibility of the US government defaulting on its debt commands much attention. We write about some specifics below, but there is a wider aspect which we will touch on here. The strength of the western world has depended on the strength of its institutions, which are reliant on the ability to compromise. Recent years have seen the rise of division and that could be dangerous if carried too far. It will be important for the US and for the rest of the world that this situation does not occur. Despite both sides stating they have no latitude, President Biden has already indicated some leeway. In 2011, Obama gave ground and a default did not occur, although equity markets had a rough ride. We are just over two weeks away from the first possible point of default. Let’s hope for considered realism on both sides of the party divide.  

News Archive

26 May 2023

Latest News from Tatton Investment Management: Debt ceiling angst or simply lack of good news

19 May 2023

Latest News from Tatton Investment Management:Big tech stocks increase is 'artificial'

12 May 2023

Latest News from Tatton Investment Management: Central bank policy gamble?

5 May 2023

Latest News from Tatton Investment Management: A small predicament

28 April 2023

Latest News from Tatton Investment Management: Inflation running out of money

21 April 2023

Latest News from Tatton Investment Management: Prospects of a warm spring

14 April 2023

Latest News from Tatton Investment Management: Return of calm bodes well for Spring

6 April 2023

Latest News from Tatton Investment Management: Spring of hope following winter of doom?

31 March 2023

Latest News from Tatton Investment Management: Markets put bank stress behind, but challenges remain

24 March 2023

Latest News from Tatton Investment Management: Swiss parochialism backfires

17 March 2023

Latest News from Tatton Investment Management: Bank stress testing - live

10 March 2023

Latest News from Tatton Investment Management: Market wrestling

3 March 2023

Latest News from Tatton Investment Management: Mood swings

24 February 2023

Latest News from Tatton Investment Management: Balancing acts

17 February 2023

Latest News from Tatton Investment Management: A dose of realism creeps in

3 February 2023

Latest News from Tatton Investment Management: A good month is not a strong year but it helps

27 January 2023

Latest News from Tatton Investment Management: Goldilocks in the air

20 January 2023

Latest News from Tatton Investment Management: Slowing growth throws markets into a bind

13 January 2023

Latest News from Tatton Investment Management: Football fever saves UK from recession

6 January 2023

Latest News from Tatton Investment Management: January surprises

16 December 2022

Latest News from Tatton Investment Management: Central bank Scrooges cancel Santa rally

9 December 2022

Latest News from Tatton Investment Management: Fed up before Christmas

2 December 2022

Latest News from Tatton Investment Management - Not so bad? Almost good

25 November 2022

Latest News from Tatton Investment Management: Markets give thanks

18 November 2022

Latest News from Tatton Investment Management: Plugging the holes

11 November 2022

Latest News from Tatton Investment Management: Signs of peak inflation emboldens markets

4 November 2022

Latest News from Tatton Investment Management: Diverging paths accompanied by seasonally scary messa

28 October 2022

Latest News from Tatton Investment Management: US slows, Europes winter outlook improves, UK back t

21 October 2022

Latest News from Tatton Investment Management: The UK and beyond

14 October 2022

Latest News from Tatton Investment Management: Change in the air

7 October 2022

Latest News from Tatton Investment Management: Reading the runes of this week's market bounce

30 September 2022

News from Tatton Investment Management: Loss of trust

23 September 2022

News from Tatton Investment Management: Competing policy measures leave markets worried

16 September 2022

News from Tatton Investment Management: The Fed at work and China snubs Putin

2 September 2022

News from Tatton Investment Management: Waiting for policy action

26 August 2022

News from Tatton Investment Management: Delicate equilibrium

19 August 2022

News from Tatton Investment Management: Will a new PM be good news for investors?

12 August 2022

News from Tatton Investment Management: Fear of missing out

5 August 2022

News from Tatton Investment Management: Markets bet on a perfect landing

29 July 2022

News from Tatton Investment Management: Positive returns amidst negative sentiment

22 July 2022

News from Tatton Investment Management: Economy weakens but central banks persevere

15 July 2022

News from Tatton Investment Management: Too hot, too cold

8 July 2022

News from Tatton Investment Management: Markets not reflecting public fear

4 July 2022

News from Tatton Investment Management: Energy price shock turns into central bank focal point

24 June 2022

News from Tatton Investment Management: Public sentiment vs economic realities

17 June 2022

News from Tatton Investment Management: Linchpin oil price

10 June 2022

News from Tatton Investment Management: Reading between the lines

3 June 2022

News from Tatton Investment Management: Rollercoaster for the Jubilee funfair

27 May 2022

News from Tatton Investment Management: As recession talk subsides, inflation pressures increase

23 May 2022

News from Tatton Investment Management: Talking recession to fight inflation

13 May 2022

News from Tatton Investment Management: Bear market fear as another tech bubble deflates

9 May 2022

News from Tatton Investment Management: Market noise is almost deafening

29 April 2022

News from Tatton Investment Management: Range bound markets - despite the drama

22 April 2022

News from Tatton Investment Management: Finely balanced

14 April 2022

News from Tatton Investment Management: Easter review and outlook

8 April 2022

News from Tatton Investment Management: Q2 begins with QT top of the agenda

1 April 2022

News from Tatton Investment Management: A week of relative calm - and no April fool

25 March 2022

News from Tatton Investment Management: Better news is not always good news

22 March 2022

News from Tatton Investment Management: Changing tides

11 March 2022

News from Tatton Investment Management: Positioning for the energy price shock

4 March 2022

News from Tatton Investment Management: A double edged sword

25 February 2022

News from Tatton Investment Management: Back to the past

18 February 2022

News from Tatton Investment Management: Investors anxious for storms to blow over

11 February 2022

News from Tatton Investment Management: Investment climate change

4 February 2022

News from Tatton Investment Management: The Lagarde pivot hits insecure markets

28 January 2022

News from Tatton Investment Management: Taper Tantrum 2.0 fears rattle markets

21 January 2022

News from Tatton Investment Management: A bumpy road to somewhere

14 January 2022

News from Tatton Investment Management: Markets caught between hoping and dreading

10 January 2022

News from Tatton Investment Management: January dj vu

20 December 2021

News from Tatton Investment Management: Christmas tidings of comfort, if not joy

10 December 2021

News from Tatton Investment Management: Plan B or not Plan B? That is the question

3 December 2021

News from Tatton Investment Management: The pre-Christmas quiz that not many want to play

29 November 2021

News from Tatton Investment Management: New COVID variant flattens 'Black Friday' feeling

19 November 2021

News from Tatton Investment Management: Dollar strength and divergence caps a dull week for investor

12 November 2021

News from Tatton Investment Management: Central banks struggle with messaging

5 November 2021

News from Tatton Investment Management: No tantrum over this taper

29 October 2021

News from Tatton Investment Management: Bond markets give central bankers a telling off

22 October 2021

News from Tatton Investment Management: Confused or determined central bankers?

18 October 2021

News from Tatton Investment Management: Have we passed the peak of supply disruption?

8 October 2021

News from Tatton Investment Management: Economy hits an air pocket

1 October 2021

News from Tatton Investment Management: Rising yields are back

24 September 2021

News from Tatton Investment Management: Wall of worry time

17 September 2021

News from Tatton Investment Management: End of the re-opening honeymoon

10 September 2021

News from Tatton Investment Management: Paying for it - major economies ponder their balance sheets

3 September 2021

New article from Tatton Investment Management: Politics and policy sit at the head of the table

27 August 2021

New article from Tatton Investment Management: Fed tapering: the 'how' matters more than 'when'

20 August 2021

New article from Tatton Investment Management: Markets hit a bit of to and fro

16 August 2021

New article from Tatton Investment Management: Climbing the wall of worry - again

11 August 2021

Midas Share Tips: The Daily Mail views onTatton Asset Management

6 August 2021

New article from Tatton Investment Management: Mega techs under the cosh

30 July 2021

New article from Tatton Investment Management: Summer lull as markets go through the motions

23 July 2021

New article from Tatton Investment Management: Markets wake up to living with the virus

16 July 2021

New article from Tatton Investment Management: Earnings vs Delta

12 July 2021

New article from Tatton Investment Management: Don't look down

2 July 2021

New article from Tatton Investment Management:Transition uncertainties

25 June 2021

New article from Tatton Investment Management: Moderating expectations

18 June 2021

New article from Tatton Investment Management: Investors try to make sense of the Feds 'dot-plot'

11 June 2021

New article from Tatton Investment Management: Hazy as Carbis Bay

4 June 2021

New article from Tatton Investment Management: Going up sideways

1 June 2021

New article from Tatton Investment Management: Going up sideways

28 May 2021

New article from Tatton Investment Management: Touch of Goldilocks at the end of May

21 May 2021

New article from Tatton Investment Management: Market resilience in face of Bitcoin crash

14 May 2021

New article from Tatton Investment Management: Market vertigo galore

10 May 2021

New article from Tatton Investment Management: Sell in May and go away?

30 April 2021

New article from Tatton Investment Management: Doubling of earnings leaves markets cold

26 April 2021

New article from Tatton Investment Management: Doubling of earnings leaves markets cold

23 April 2021

New article from Tatton Investment Management: 'Risk on' pauses while the real world keeps accelerat

19 April 2021

New article from Tatton Investment Management: New bond news gives green light for equity investors

9 April 2021

New article from Tatton Investment Management: Bond markets signal economic optimism

1 April 2021

New article from Tatton Investment Management: The first quarter of 2021 was no April fool

26 March 2021

New article from Tatton Investment Management: The world is moving on from the pandemic

19 March 2021

New article from Tatton Investment Management: Tug of war - bonds vs. equities

12 March 2021

New article from Tatton Investment Management: Recalibrations

5 March 2021

New article from Tatton Investment Management: Stock markets find they cannot have it both ways

26 February 2021

New article from Tatton Investment Management: Earnings look set to stabilise wobbling markets

19 February 2021

New article from Tatton Investment Management: One year on - who would have thought

12 February 2021

New article from Tatton Investment Management: No UK double dip, but much talk of bubbles

5 February 2021

New article from Tatton Investment Management: Calming of nerves

1 February 2021

New article from Tatton Investment Management: A fraying of nerves

25 January 2021

New article from Tatton Investment Management: A sigh of relief

15 January 2021

New article from Tatton Investment Management: Fiscal turbo replaces lame duck Trump

8 January 2021

New article from Tatton Investment Management: End points and new beginnings

18 December 2020

New article from Tatton Investment Management: Goodbye to all that

14 December 2020

New article from Tatton Investment Management: Outlook 2021 - no deal Brexit?

4 December 2020

New article from Tatton Investment Management: December concerns over baubles and bubbles

27 November 2020

New article from Tatton Investment Management: Fiscal floundering

20 November 2020

New article from Tatton Investment Management: More tunnel before the light

18 November 2020

Interim Results For The Six Month Period Ended 30 September 2020

13 November 2020

New article from Tatton Investment Management: Change is in the air

6 November 2020

New article from Tatton Investment Management: Looking beyond the obvious

4 November 2020

New article from Tatton Investment Management: US Election Update

2 November 2020

New video from Tatton Investment Management: US election, the response to the pandemic and Brexit

30 October 2020

New article from Tatton Investment Management: Unsettled week ahead - or behind

26 October 2020

New article from Tatton Investment Management: Sunlit uplands or COVID gorge?

21 October 2020

New article from Tatton Investment Management: Sunlit uplands or COVID gorge?

19 October 2020

New article from Tatton Investment Management: Watching and waiting

12 October 2020

New article from Tatton Investment Management: Baffling market optimism

2 October 2020

New article from Tatton Investment Management: A question of time horizons

25 September 2020

New article from Tatton Investment Management: A recovery on hold

18 September 2020

New article from Tatton Investment Management: Taking a step back to look forward

14 September 2020

New article from Tatton Investment Management: Frictions and contradictions

7 September 2020

New article from Tatton Investment Management: Market dynamic of a K-shaped recovery

1 September 2020

New article from Tatton Investment Management: Big tech gets bigger while the Fed takes the easy opt

24 August 2020

New article from Tatton Investment Management: Fed leaves bond investors with that sinking feeling

17 August 2020

New article from Tatton Investment Management: COVID II the sequel - as scary as the original?

10 August 2020

New article from Tatton Investment Management: July brings consolidation

2 August 2020

New article from Tatton Investment Management: Sunshine and shadows

27 July 2020

New article from Tatton Investment Management: PPE = Politics, Pressure and Economics

20 July 2020

New article from Tatton Investment Management: Discomfort of disappearing safety nets

13 July 2020

New article from Tatton Investment Management: Fast and freewheeling

3 July 2020

New article from Tatton Investment Management: H1 2020 offers meaningful lessons

29 June 2020

New article from Tatton Investment Management: Support balances increasing strains - for how long?

22 June 2020

New article from Tatton Investment Management: Equity valuations follow bond valuations' lead

15 June 2020

New article from Tatton Investment Management: Stock markets suffer altitude sickness

8 June 2020

New article from Tatton Investment Management: Markets are enjoying an uncomfortably benign pandemic

1 June 2020

New article from Tatton Investment Management: Optimistic markets despite second wave lockdown threa

26 May 2020

New article from Tatton Investment Management: Just as the sun comes out, clouds appear in the East

22 May 2020

New video from Tatton Investment Management

18 May 2020

New article from Tatton Investment Management: Us-China cold war: Threat or blessing?

11 May 2020

New article from Tatton Investment Management: Most welcome, if feeble, signs of pulling together

4 May 2020

New article from Tatton Investment Management: Opening-up will be slower than locking down

27 April 2020

New article from Tatton Investment Management: V or U-shaped recovery scenarios - the jury is out

20 April 2020

New article from Tatton Investment Management: Lifting lockdown remains a delicate balancing act

20 April 2020

New video from Tatton Investment Management: Stock markets between hope and despair

15 April 2020

New video from Tatton Investment Management: Is now the time to invest?

13 April 2020

New article from Tatton Investment Management: Fading threat of financial crisis re-opens old divide

6 April 2020

New article from Tatton Investment Management: Unprecedented quarter or calm before the storm?

30 March 2020

New article from Tatton Investment Management: Extraordinary: bear and bull market all in one

24 March 2020

New video from Tatton Investment Management: Why have stock markets appeared to rally on the lock-do

23 March 2020

New article from Tatton Investment Management: Government ordered recession

19 March 2020

New video from Tatton Investment Management: Confusion reigns in Capital Markets

18 March 2020

New article from Tatton Investment Management: Why aren't you doing something?

17 March 2020

New video from Tatton Investment Management: From euphoric recovery to depressed tumble

16 March 2020

New article from Tatton Investment Management: Notes on a crash: the short, the medium and long term

13 March 2020

New video from Tatton Investment Management: Panic equity selling or panic raising of precautionar

12 March 2020

New article from Tatton Investment Management: Forced sellers and other distractions

9 March 2020

New article from Tatton Investment Management: Dark times or glimpse of light at the end of the tunn

6 March 2020

New article from Tatton Investment Management: News of a reverse oil price shock rattles markets bey

2 March 2020

New article from Tatton Investment Management: Coronavirus - hitting too close to home

28 February 2020

New article from Tatton Investment Management: This week's market correction requires perspective

26 February 2020

New article from Tatton Investment Management: COVID-19 and the reaction of markets to pandemic fear

24 February 2020

New article from Tatton Investment Management: US markets hit new all-time highs and a 'bump'

17 February 2020

New article from Tatton Investment Management: V-shaped recovery for Valentine

10 February 2020

New article from Tatton Investment Management: Markets show no fear - should they?

3 February 2020

New article from Tatton Investment Management: Looking through the noise of the week

27 January 2020

New article from Tatton Investment Management: Short break to Goldilocks?

20 January 2020

New article from Tatton Investment Management: Parallels and differences to January 2018

14 January 2020

Appointment of Joint Broker

13 January 2020

New article from Tatton Investment Management: So far so good

8 January 2020

Tatton: Woodford & M&G suspensions have driven IFAs to us

6 January 2020

New article from Tatton Investment Management: 2020 starts with a Trump card

23 December 2019

New article from Tatton Investment Management: Goodbye 2019 - welcome 2020 and a new decade!

16 December 2019

New article from Tatton Investment Management: Brightening horizons - 2020 Outlook

8 December 2019

New article from Tatton Investment Management: Can Trump derail the 2020 economic upturn?

2 December 2019

New article from Tatton Investment Management: Markets are driving the markets

25 November 2019

New article from Tatton Investment Management: Markets pause for reality check

18 November 2019

New article from Tatton Investment Management: Swilling cash eases the market mood music

11 November 2019

New article from Tatton Investment Management: Recession concerns retreat

11 November 2019

Interim Results for the six months ended 30 September 2019

4 November 2019

New article from Tatton Investment Management: Crucial October period safely behind

28 October 2019

New article from Tatton Investment Management: Slowly turning

21 October 2019

New article from Tatton Investment Management: Brexit breakthrough versus Brexit fatigue

17 October 2019

Trading Statement

17 October 2019

Acquisition of Sinfonia Asset Management Limited (SAM)

14 October 2019

New article from Tatton Investment Management: Market sentiment rebound

7 October 2019

New article from Tatton Investment Management: Stall speed economy fears spreading

30 September 2019

New article from Tatton Investment Management: Ominous US-Dollar strength

23 September 2019

New article from Tatton Investment Management: Diverging economic trends - catalyst for trade war re

16 September 2019

New article from Tatton Investment Management: Market sentiment rebound

9 September 2019

New article from Tatton Investment Management: Choppy water but no storm, yet...

2 September 2019

New article from Tatton Investment Management: Fattening 'tails'

27 August 2019

New article from Tatton Investment Management: Populism politics reversing austerity?

19 August 2019

New article from Tatton Investment Management: Market spat between bond and equity markets

11 August 2019

New article from Tatton Investment Management: Bond markets unnerve equity markets - again

5 August 2019

New article from Tatton Investment Management: The Elephant and the Little Old Lady

29 July 2019

New article from Tatton Investment Management: The quick and the not-so-quick

22 July 2019

New article from Tatton Investment Management: ...'Twere well it were done quickly

15 July 2019

New article from Tatton Investment Management: Positioning for a summer of wait and see

8 July 2019

New article from Tatton Investment Management: Liquidity drives stock markets to new highs

1 July 2019

New article from Tatton Investment Management: The middle of the year - a tipping point?

24 June 2019

New article from Tatton Investment Management: Battle of the ‘doves’

17 June 2019

New article from Tatton Investment Management: Mixed messages

10 June 2019

New article from Tatton Investment Management: The return of the central bank put?

3 June 2019

Appointment by Tenet Group

3 June 2019

Appointment by Frenkel Topping

3 June 2019

Preliminary Results For the year ended 31 March 2019

3 June 2019

New article from Tatton Investment Management: Bond rally musings

27 May 2019

New article from Tatton Investment Management: It is getting warmer

20 May 2019

New article from Tatton Investment Management: Market support for Trump or unwarranted equanimity?

13 May 2019

New article from Tatton Investment Management: Geopolitics re-enter market stage

7 May 2019

New article from Tatton Investment Management: Central banks disappoint expectations

29 April 2019

New article from Tatton Investment Management: Waning market stimuli put stock markets on notice

23 April 2019

New article from Tatton Investment Management: Spring time from here?

16 April 2019

Trading Statement for 12 months ending 31 March 2019

15 April 2019

New article from Tatton Investment Management: Brexit in-limbo aside sentiment is improving

8 April 2019

New article from Tatton Investment Management: Happy 10th birthday, choppy bull market

1 April 2019

New article from Tatton Investment Management:29 March 2019 – quarter end

25 March 2019

New article from Tatton Investment Management: Brinkmanship and extensions

18 March 2019

New article from Tatton Investment Management: Bits & Pieces

11 March 2019

New article from Tatton Investment Management: ECB stimulus U-turn leaves markets unimpressed

4 March 2019

New article from Tatton Investment Management: £-Sterling ‘applauds’ prospect of Brexit delay

25 February 2019

New article from Tatton Investment Management: Progress?

18 February 2019

New article from Tatton Investment Management: Investment perspectives for different Brexit outcomes

15 November 2018

Interim Results for the six months ended 30 September 2018

15 October 2018

New article from Tatton Investment Management: Autopsy of a stock market sell-off

1 October 2018

New article from Tatton Investment Management: Poor politics containing bond market risks?

27 September 2018

New article from Tatton Investment Management: Brexit clamour vs. real market new

7 September 2018

New article from Tatton Investment Management: Interesting times ahead

31 August 2018

New article from Tatton Investment Management: “Not the end of the world”

24 August 2018

New article from Tatton Investment Management: Steady markets vs. noisy politics

17 August 2018

New article from Tatton Investment Management: Political strongman tactics come home to roost

10 August 2018

New article from Tatton Investment Management: Summer heat wave makes way for return of political he

3 August 2018

New article from Tatton Investment Management: A gentle deceleration?

27 July 2018

New article from Tatton Investment Management: Hot air for a hot summer?

20 July 2018

New article from Tatton Investment Management:Earnings are growing, why worry?

13 July 2018

New article from Tatton Investment Management: Hard Brexit demonstration potential?

6 July 2018

Notice of Annual General Meeting

6 July 2018

New article from Tatton Investment Management: It is getting hot

29 June 2018

New article from Tatton Investment Management: Digesting or consolidating?

27 June 2018

Preliminary Results for the year ended 31 March 2018

22 June 2018

New article from Tatton Investment Management: Fragile recovery

15 June 2018

New article from Tatton Investment Management: No surprises

8 June 2018

New article from Tatton Investment Management: Delicate equilibrium

1 June 2018

New article from Tatton Investment Management: Ignore politics at your peril

25 May 2018

New article from Tatton Investment Management: GDPR? No - far more interesting news!

18 May 2018

New article from Tatton Investment Management: What's the economic reality of this week's news?

11 May 2018

New article from Tatton Investment Management: Batten-down-the-hatches?

4 May 2018

New article from Tatton Investment Management: Past the peak?

27 April 2018

New article from Tatton Investment Management: Confusing signals?

20 April 2018

New article from Tatton Investment Management: A mixture of messages

6 April 2018

New article from Tatton Investment Management: Could do better

6 April 2018

New article from Tatton Investment Management: Peaking, plateauing or dimming – and how about that

29 March 2018

New article from Tatton Investment Management: End of a stormy quarter

23 March 2018

New article from Tatton Investment Management: Now we know it's risky!

16 March 2018

New article from Tatton Investment Management: Back to Normal?

9 March 2018

New article from Tatton Investment Management: Tariffs to growth

2 March 2018

New article from Tatton Investment Management: Time to take some profits

23 February 2018

New article from Tatton Investment Management: Change of direction or gradual normalisation?

16 February 2018

New article from Tatton Investment Management: Breathing easier for the moment

9 February 2018

New article from Tatton Investment Management: Meteoric stock markets crash bac

6 February 2018

Tatton Investment Management's Stock Market Correction Assessment

2 February 2018

New article from Tatton Investment Management: Good news turns bad news - again!

26 January 2018

New article from Tatton Investment Management: Surprises

19 January 2018

New article from Tatton Investment Management: US$ weakness versus Bitcoin and Carillion

12 January 2018

New article from Tatton Investment Management: Bullish sentiment rings alarm bells

5 January 2018

New article from Tatton Investment Management: Encouraging kick-off

15 December 2017

New article from Tatton Investment Management: 2017 - taking stock

8 December 2017

New article from Tatton Investment Management: Progress versus Bitcoin

5 December 2017

Interim results for the six months ended 30 September 2017

1 December 2017

New article from Tatton Investment Management: Sudden, but not entirely unexpected

24 November 2017

New article from Tatton Investment Management: Invincible markets?

17 November 2017

New article from Tatton Investment Management: Yield-curve flattening: a bad omen?

10 November 2017

New article from Tatton Investment Management: Nervous investors herald more volatile markets

3 November 2017

New article from Tatton Investment Management: UK rate rise: ‘one and done’ or beginning of rate

27 October 2017

New article from Tatton Investment Management: Trick or treat season

13 October 2017

New article from Tatton Investment Management: All-time highs and Q3 results outlook: Reasons to be

6 October 2017

New article from Tatton Investment Management: Bad news – good news

29 September 2017

New article from Tatton Investment Management: Movements

22 September 2017

New article from Tatton Investment Management: QT to reverse QE and 2-year transition period to soft

15 September 2017

New article from Tatton Investment Management: BoE guides for year-end rate hike - Bluff or real?

8 September 2017

New article from Tatton Investment Management: ‘Back to school’ amidst hurricanes, earthquakes

1 September 2017

New article from Tatton Investment Management: Bad news, Good news

25 August 2017

New article from Tatton Investment Management: Summer low or summer lull?

18 August 2017

New article from Tatton Investment Management: More sellers than buyers

11 August 2017

New article from Tatton Investment Management: Stocks take note of North Korea crisis - or do they?

4 August 2017

New article from Tatton Investment Management: Consolidated base but momentum dwindling

28 July 2017

New article from Tatton Investment Management: Summer thoughts about the ‘longer term’

21 July 2017

New article from Tatton Investment Management: Summer lull - delayed

14 July 2017

New article from Tatton Investment Management: Pre summer-holiday investment check

7 July 2017

New article from Tatton Investment Management: Global growth ploughs on while markets take a breathe

23 June 2017

New article from Tatton Investment Management: Quo Vadis Britain?