New article from Tatton Investment Management: No UK double dip, but much talk of bubbles
12 February 2021, 12:00am
The media also failed to mention that, in the UK, the public sector’s contribution to GDP is now accounted for by public sector output (education lessons delivered, medical operations performed, etc.) rather than – as measured by the rest of the world – wages paid. This has been shown to have made a difference in magnitude quite similar to the UK’s apparent GDP underperformance.
Regardless, following the stock market’s strong outperformance over the last two months of 2020, these last two months the UK appears to have fallen back into its previous rut of under- performance compared to international peers. Given the forward-looking nature of stock markets, this will hardly have been caused by last year’s dire GDP numbers. Therefore, the question is what has changed compared to the pre-Christmas period? Is it the Brexit reality, is it declining vaccine dividend prospects or might it be UK companies’ high dependence on the cyclical end of the global economy?
As usual, the answer is not so straightforward. At least the relative strengthening in £-sterling throughout would suggest international investors still believe the UK should have a near-term advantage of being the global vaccination leader among high population countries. On the other hand, the delay in the onset of the post-pandemic recovery due to slow vaccine rollouts elsewhere has also delayed (although not reduced the extent of) global cyclical recovery expectations, which may have acted as a dampener for the UK’s multinationals.
Among the more domestic-oriented market segments, however, optimism has faded. This is due to mixed messages from the government about what should happen once all those individuals classified as ‘COVID vulnerable’ have been vaccinated, and infection as well as fatality numbers fall back to where they were last summer. Boris Johnson’s message, not to book any summer holidays yet, was the culmination of the government’s muddled messaging to a population tired of lockdown and desperately seeking clarification on when freedoms will be granted.
Despite continued assurances about being led by the science, it would appear the government did not consider the scientific logic that it may be impossible to completely eradicate the COVID-19 virus – even once the majority of the population has been vaccinated. Epidemiologists like microbiologist professor Paul Hunter (University of East Anglia and World Health Organisation adviser) have gone on record with the BBC stating we will have to learn to live with the virus. Hunter also explained that previous virus strands (pre COVID-19) have always lost, not gained, in their level of danger to human health as they mutated. Vaccinations have continued to provide sufficient protection, even against the mutations, leading ultimately to having no more severity than seasonal flu.
It is understandable that governments want to prevent any further flip-flopping between relaxation of restrictions and continued lockdowns, but as Hunter suggested, there is little medical reason for continued strict travel restrictions once all those vulnerable to the early more lethal COVID-19 strands have been vaccinated. We will probably have to get used to regular rounds of COVID vaccinations every autumn. But at some point – and especially once the public health impact has been reduced to the level of the usual seasonal flu threat – societies must be allowed to return to a more normal life.
Across the Atlantic, the retail investor frenzy of “short-squeezing” stocks with the worst prospects (and therefore at the most shorted end of the market spectrum) has continued to recede, with the share price of the now-infamous GameStop falling further back towards where it started the year. This week, their fancy has been taken (yet again) by the melding of two great favourites. Bitcoin was back in the headlines after maverick entrepreneur Elon Musk’s electric car company Tesla disclosed it had joined the Bitcoin mania with a substantial $1.5 billion balance sheet holding.
Not surprisingly, there are now regular voices equating the increasing frequency of these speculative bubbles and selective financial manias to harbingers of a general asset price bubble – gearing up to the predictable crash effect on markets further down the line. Our third article this week discusses in more detail the effects of this flow of money from various investor groups. Regarding what recent financial manias tell us about the state of wider markets, we would like to point to the aftermath of the Global Financial Crisis and the negative side effects of the first rounds of extraordinary monetary easing by central banks.
Back then, commodity markets were herded into a speculative bubble. When the bubble burst, it caused collateral damage to all those in manufacturing who supplied those sectors. It is an unfortunate fact that – just like any strong medicine – the very necessary and effective measures taken by central banks and governments to bridge the void opened by COVID come with some undesired side effects.
Therefore, the situation requires professional investors to be on their guard about localised asset bubbles. But as our other article this week lays out, current improvements in stock market sentiment are very squarely driven by improving expectations about the global economy, and therefore tethered to market valuation principles rather than speculative flights of fancy.
News Archive
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26 April 2024, 05:00pm
latest news from Tatton Investment Management: Inflation, a common side effect of growth
19 April 2024, 12:00am
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12 April 2024, 05:00pm
latest news from Tatton Investment Management: What the return of volatility tells us
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29 March 2024, 05:00pm
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22 March 2024, 05:00pm
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15 March 2024, 05:00pm
latest news from Tatton Investment Management: The flipside of inflation - growth
8 March 2024, 05:00pm
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1 March 2024, 12:00am
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23 February 2024, 05:00pm
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16 February 2024, 12:00am
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9 February 2024, 05:00pm
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2 February 2024, 05:00pm
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26 January 2024, 05:00pm
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19 January 2024, 05:00pm
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12 January 2024, 05:00pm
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5 January 2024, 04:40pm
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15 December 2023, 05:00pm
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8 December 2023, 05:00pm
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1 December 2023, 12:00am
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24 November 2023, 12:00am
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17 November 2023, 05:00pm
Latest News from Tatton Investment Management: Inflation genie back in the bottle?
10 November 2023, 04:00pm
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3 November 2023, 12:00am
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27 October 2023, 05:00pm
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20 October 2023, 05:00pm
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13 October 2023, 05:00pm
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9 October 2023, 09:00am
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2 October 2023, 09:00am
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22 September 2023, 04:00pm
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15 September 2023, 05:00pm
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8 September 2023, 05:00pm
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1 September 2023, 12:00am
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25 August 2023, 12:00am
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18 August 2023, 05:00pm
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11 August 2023, 05:00pm
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4 August 2023, 12:00am
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28 July 2023, 05:00pm
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21 July 2023, 05:00pm
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14 July 2023, 05:00pm
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7 July 2023, 05:00pm
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30 June 2023, 12:00am
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23 June 2023, 05:00pm
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16 June 2023, 05:00pm
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9 June 2023, 05:00pm
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2 June 2023, 05:00pm
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26 May 2023, 05:00pm
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19 May 2023, 12:00am
Latest News from Tatton Investment Management:Big tech stocks increase is 'artificial'
12 May 2023, 12:00am
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5 May 2023, 05:00pm
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28 April 2023, 05:00pm
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21 April 2023, 05:00pm
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14 April 2023, 05:00pm
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6 April 2023, 12:00am
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31 March 2023, 12:00am
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24 March 2023, 12:00am
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17 March 2023, 12:00am
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10 March 2023, 12:00am
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3 March 2023, 12:00am
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24 February 2023, 12:00am
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17 February 2023, 12:00am
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3 February 2023, 12:00am
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27 January 2023, 12:00am
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20 January 2023, 12:00am
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13 January 2023, 12:00am
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6 January 2023, 12:00am
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16 December 2022, 12:00am
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9 December 2022, 12:00am
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2 December 2022, 12:00am
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25 November 2022, 12:00am
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18 November 2022, 12:00am
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11 November 2022, 12:00am
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4 November 2022, 12:00am
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28 October 2022, 12:00am
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21 October 2022, 12:00am
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14 October 2022, 12:00am
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7 October 2022, 12:00am
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30 September 2022, 12:00am
News from Tatton Investment Management: Loss of trust
23 September 2022, 12:00am
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16 September 2022, 12:00am
News from Tatton Investment Management: The Fed at work and China snubs Putin
2 September 2022, 12:00am
News from Tatton Investment Management: Waiting for policy action
26 August 2022, 12:00am
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19 August 2022, 12:00am
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12 August 2022, 12:00am
News from Tatton Investment Management: Fear of missing out
5 August 2022, 12:00am
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29 July 2022, 12:00am
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22 July 2022, 12:00am
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15 July 2022, 12:00am
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8 July 2022, 12:00am
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4 July 2022, 12:00am
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24 June 2022, 12:00am
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17 June 2022, 12:00am
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10 June 2022, 12:00am
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3 June 2022, 12:00am
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27 May 2022, 12:00am
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23 May 2022, 12:00am
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13 May 2022, 12:00am
News from Tatton Investment Management: Bear market fear as another tech bubble deflates
9 May 2022, 12:00am
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29 April 2022, 12:00am
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22 April 2022, 12:00am
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14 April 2022, 12:00am
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8 April 2022, 12:00am
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1 April 2022, 12:00am
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25 March 2022, 12:00am
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22 March 2022, 12:00am
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11 March 2022, 12:00am
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4 March 2022, 12:00am
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25 February 2022, 12:00am
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18 February 2022, 12:00am
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11 February 2022, 12:00am
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4 February 2022, 12:00am
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28 January 2022, 12:00am
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21 January 2022, 12:00am
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14 January 2022, 12:00am
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10 January 2022, 12:00am
20 December 2021, 12:00am
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10 December 2021, 12:00am
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3 December 2021, 12:00am
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29 November 2021, 12:00am
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19 November 2021, 12:00am
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12 November 2021, 12:00am
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5 November 2021, 12:00am
News from Tatton Investment Management: No tantrum over this taper
29 October 2021, 12:00am
News from Tatton Investment Management: Bond markets give central bankers a telling off
22 October 2021, 12:00am
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18 October 2021, 12:00am
News from Tatton Investment Management: Have we passed the peak of supply disruption?
8 October 2021, 12:00am
News from Tatton Investment Management: Economy hits an air pocket
1 October 2021, 12:00am
News from Tatton Investment Management: Rising yields are back
24 September 2021, 12:00am
News from Tatton Investment Management: Wall of worry time
17 September 2021, 12:00am
News from Tatton Investment Management: End of the re-opening honeymoon
10 September 2021, 12:00am
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3 September 2021, 12:00am
New article from Tatton Investment Management: Politics and policy sit at the head of the table
27 August 2021, 12:00am
New article from Tatton Investment Management: Fed tapering: the 'how' matters more than 'when'
20 August 2021, 12:00am
New article from Tatton Investment Management: Markets hit a bit of to and fro
16 August 2021, 12:00am
New article from Tatton Investment Management: Climbing the wall of worry - again
11 August 2021, 12:00am
Midas Share Tips: The Daily Mail views onTatton Asset Management
6 August 2021, 12:00am
New article from Tatton Investment Management: Mega techs under the cosh
30 July 2021, 12:00am
New article from Tatton Investment Management: Summer lull as markets go through the motions
23 July 2021, 12:00am
New article from Tatton Investment Management: Markets wake up to living with the virus
16 July 2021, 12:00am
New article from Tatton Investment Management: Earnings vs Delta
12 July 2021, 12:00am
New article from Tatton Investment Management: Don't look down
2 July 2021, 12:00am
New article from Tatton Investment Management:Transition uncertainties
25 June 2021, 12:00am
New article from Tatton Investment Management: Moderating expectations
18 June 2021, 12:00am
New article from Tatton Investment Management: Investors try to make sense of the Fed’s 'dot-plot'
11 June 2021, 12:00am
New article from Tatton Investment Management: Hazy as Carbis Bay
4 June 2021, 12:00am
New article from Tatton Investment Management: Going up sideways
1 June 2021, 12:00am
New article from Tatton Investment Management: Going up sideways
28 May 2021, 12:00am
New article from Tatton Investment Management: Touch of Goldilocks at the end of May
21 May 2021, 12:00am
New article from Tatton Investment Management: Market resilience in face of Bitcoin crash
14 May 2021, 12:00am
New article from Tatton Investment Management: Market vertigo galore
10 May 2021, 12:00am
New article from Tatton Investment Management: Sell in May and go away?
30 April 2021, 12:00am
New article from Tatton Investment Management: Doubling of earnings leaves markets cold
26 April 2021, 12:00am
New article from Tatton Investment Management: Doubling of earnings leaves markets cold
23 April 2021, 12:00am
New article from Tatton Investment Management: 'Risk on' pauses while the real world keeps accelerat
19 April 2021, 12:00am
New article from Tatton Investment Management: New bond news gives green light for equity investors
9 April 2021, 12:00am
New article from Tatton Investment Management: Bond markets signal economic optimism
1 April 2021, 12:00am
New article from Tatton Investment Management: The first quarter of 2021 was no April fool
26 March 2021, 12:00am
New article from Tatton Investment Management: The world is moving on from the pandemic
19 March 2021, 12:00am
New article from Tatton Investment Management: Tug of war - bonds vs. equities
12 March 2021, 12:00am
New article from Tatton Investment Management: Recalibrations
5 March 2021, 12:00am
New article from Tatton Investment Management: Stock markets find they cannot have it both ways
26 February 2021, 12:00am
New article from Tatton Investment Management: Earnings look set to stabilise wobbling markets
19 February 2021, 12:00am
New article from Tatton Investment Management: One year on - who would have thought
12 February 2021, 12:00am
New article from Tatton Investment Management: No UK double dip, but much talk of bubbles
5 February 2021, 12:00am
New article from Tatton Investment Management: Calming of nerves
1 February 2021, 12:00am
New article from Tatton Investment Management: A fraying of nerves
25 January 2021, 12:00am
New article from Tatton Investment Management: A sigh of relief
15 January 2021, 12:00am
New article from Tatton Investment Management: Fiscal turbo replaces lame duck Trump
8 January 2021, 12:00am
New article from Tatton Investment Management: End points and new beginnings
18 December 2020, 12:00am
New article from Tatton Investment Management: Goodbye to all that
14 December 2020, 12:00am
New article from Tatton Investment Management: Outlook 2021 - no deal Brexit?
4 December 2020, 12:00am
New article from Tatton Investment Management: December concerns over baubles and bubbles
27 November 2020, 12:00am
New article from Tatton Investment Management: Fiscal floundering
20 November 2020, 12:00am
New article from Tatton Investment Management: More tunnel before the light
18 November 2020, 12:00am
Interim Results For The Six Month Period Ended 30 September 2020
13 November 2020, 12:00am
New article from Tatton Investment Management: Change is in the air
6 November 2020, 12:00am
New article from Tatton Investment Management: Looking beyond the obvious
4 November 2020, 12:00am
New article from Tatton Investment Management: US Election Update
2 November 2020, 12:00am
New video from Tatton Investment Management: US election, the response to the pandemic and Brexit
30 October 2020, 12:00am
New article from Tatton Investment Management: Unsettled week ahead - or behind
26 October 2020, 12:00am
New article from Tatton Investment Management: Sunlit uplands or COVID gorge?
21 October 2020, 12:00am
New article from Tatton Investment Management: Sunlit uplands or COVID gorge?
19 October 2020, 12:00am
New article from Tatton Investment Management: Watching and waiting
12 October 2020, 12:00am
New article from Tatton Investment Management: Baffling market optimism
2 October 2020, 12:00am
New article from Tatton Investment Management: A question of time horizons
25 September 2020, 12:00am
New article from Tatton Investment Management: A recovery on hold
18 September 2020, 12:00am
New article from Tatton Investment Management: Taking a step back to look forward
14 September 2020, 12:00am
New article from Tatton Investment Management: Frictions and contradictions
7 September 2020, 12:00am
New article from Tatton Investment Management: Market dynamic of a K-shaped recovery
1 September 2020, 12:00am
New article from Tatton Investment Management: Big tech gets bigger while the Fed takes the easy opt
24 August 2020, 12:00am
New article from Tatton Investment Management: Fed leaves bond investors with that sinking feeling
17 August 2020, 12:00am
New article from Tatton Investment Management: COVID II the sequel - as scary as the original?
10 August 2020, 12:00am
New article from Tatton Investment Management: July brings consolidation
2 August 2020, 12:00am
New article from Tatton Investment Management: Sunshine and shadows
27 July 2020, 12:00am
New article from Tatton Investment Management: PPE = Politics, Pressure and Economics
20 July 2020, 12:00am
New article from Tatton Investment Management: Discomfort of disappearing safety nets
13 July 2020, 12:00am
New article from Tatton Investment Management: Fast and freewheeling
3 July 2020, 12:00am
New article from Tatton Investment Management: H1 2020 offers meaningful lessons
29 June 2020, 12:00am
New article from Tatton Investment Management: Support balances increasing strains - for how long?
22 June 2020, 12:00am
New article from Tatton Investment Management: Equity valuations follow bond valuations' lead
15 June 2020, 12:00am
New article from Tatton Investment Management: Stock markets suffer altitude sickness
8 June 2020, 12:00am
New article from Tatton Investment Management: Markets are enjoying an uncomfortably benign pandemic
1 June 2020, 12:00am
New article from Tatton Investment Management: Optimistic markets despite second wave lockdown threa
26 May 2020, 12:00am
New article from Tatton Investment Management: Just as the sun comes out, clouds appear in the East
22 May 2020, 12:00am
New video from Tatton Investment Management
18 May 2020, 12:00am
New article from Tatton Investment Management: Us-China cold war: Threat or blessing?
11 May 2020, 12:00am
New article from Tatton Investment Management: Most welcome, if feeble, signs of pulling together
4 May 2020, 12:00am
New article from Tatton Investment Management: Opening-up will be slower than locking down
27 April 2020, 12:00am
New article from Tatton Investment Management: V or U-shaped recovery scenarios - the jury is out
20 April 2020, 12:00am
New article from Tatton Investment Management: Lifting lockdown remains a delicate balancing act
20 April 2020, 12:00am
New video from Tatton Investment Management: Stock markets between hope and despair
15 April 2020, 12:00am
New video from Tatton Investment Management: Is now the time to invest?
13 April 2020, 12:00am
New article from Tatton Investment Management: Fading threat of financial crisis re-opens old divide
6 April 2020, 12:00am
New article from Tatton Investment Management: Unprecedented quarter or calm before the storm?
30 March 2020, 12:00am
New article from Tatton Investment Management: Extraordinary: bear and bull market all in one
24 March 2020, 12:00am
New video from Tatton Investment Management: Why have stock markets appeared to rally on the lock-do
23 March 2020, 12:00am
New article from Tatton Investment Management: Government ordered recession
19 March 2020, 12:00am
New video from Tatton Investment Management: Confusion reigns in Capital Markets
18 March 2020, 12:00am
New article from Tatton Investment Management: Why aren't you doing something?
17 March 2020, 12:00am
New video from Tatton Investment Management: From euphoric recovery to depressed tumble
16 March 2020, 12:00am
New article from Tatton Investment Management: Notes on a crash: the short, the medium and long term
13 March 2020, 12:00am
New video from Tatton Investment Management: Panic equity selling or panic raising of precautionar
12 March 2020, 12:00am
New article from Tatton Investment Management: Forced sellers and other distractions
9 March 2020, 12:00am
New article from Tatton Investment Management: Dark times or glimpse of light at the end of the tunn
6 March 2020, 12:00am
New article from Tatton Investment Management: News of a reverse oil price shock rattles markets bey
2 March 2020, 12:00am
New article from Tatton Investment Management: Coronavirus - hitting too close to home
28 February 2020, 12:00am
New article from Tatton Investment Management: This week's market correction requires perspective
26 February 2020, 12:00am
New article from Tatton Investment Management: COVID-19 and the reaction of markets to pandemic fear
24 February 2020, 12:00am
New article from Tatton Investment Management: US markets hit new all-time highs and a 'bump'
17 February 2020, 12:00am
New article from Tatton Investment Management: V-shaped recovery for Valentine
10 February 2020, 12:00am
New article from Tatton Investment Management: Markets show no fear - should they?
3 February 2020, 12:00am
New article from Tatton Investment Management: Looking through the noise of the week
27 January 2020, 12:00am
New article from Tatton Investment Management: Short break to Goldilocks?
20 January 2020, 12:00am
New article from Tatton Investment Management: Parallels and differences to January 2018
14 January 2020, 12:00am
13 January 2020, 12:00am
New article from Tatton Investment Management: So far so good
8 January 2020, 12:00am
Tatton: Woodford & M&G suspensions have driven IFAs to us
6 January 2020, 12:00am
New article from Tatton Investment Management: 2020 starts with a Trump card
23 December 2019, 12:00am
New article from Tatton Investment Management: Goodbye 2019 - welcome 2020 and a new decade!
16 December 2019, 12:00am
New article from Tatton Investment Management: Brightening horizons - 2020 Outlook
8 December 2019, 12:00am
New article from Tatton Investment Management: Can Trump derail the 2020 economic upturn?
2 December 2019, 12:00am
New article from Tatton Investment Management: Markets are driving the markets
25 November 2019, 12:00am
New article from Tatton Investment Management: Markets pause for reality check
18 November 2019, 12:00am
New article from Tatton Investment Management: Swilling cash eases the market mood music
11 November 2019, 12:00am
New article from Tatton Investment Management: Recession concerns retreat
11 November 2019, 12:00am
Interim Results for the six months ended 30 September 2019
4 November 2019, 12:00am
New article from Tatton Investment Management: Crucial October period safely behind
28 October 2019, 12:00am
New article from Tatton Investment Management: Slowly turning
21 October 2019, 12:00am
New article from Tatton Investment Management: Brexit breakthrough versus Brexit fatigue
17 October 2019, 12:00am
17 October 2019, 12:00am
Acquisition of Sinfonia Asset Management Limited (SAM)
14 October 2019, 12:00am
New article from Tatton Investment Management: Market sentiment rebound
7 October 2019, 12:00am
New article from Tatton Investment Management: Stall speed economy fears spreading
30 September 2019, 12:00am
New article from Tatton Investment Management: Ominous US-Dollar strength
23 September 2019, 12:00am
New article from Tatton Investment Management: Diverging economic trends - catalyst for trade war re
16 September 2019, 12:00am
New article from Tatton Investment Management: Market sentiment rebound
9 September 2019, 12:00am
New article from Tatton Investment Management: Choppy water but no storm, yet...
2 September 2019, 12:00am
New article from Tatton Investment Management: Fattening 'tails'
27 August 2019, 12:00am
New article from Tatton Investment Management: Populism politics reversing austerity?
19 August 2019, 12:00am
New article from Tatton Investment Management: Market spat between bond and equity markets
11 August 2019, 12:00am
New article from Tatton Investment Management: Bond markets unnerve equity markets - again
5 August 2019, 12:00am
New article from Tatton Investment Management: The Elephant and the Little Old Lady
29 July 2019, 12:00am
New article from Tatton Investment Management: The quick and the not-so-quick
22 July 2019, 12:00am
New article from Tatton Investment Management: ...'Twere well it were done quickly
15 July 2019, 12:00am
New article from Tatton Investment Management: Positioning for a summer of wait and see
8 July 2019, 12:00am
New article from Tatton Investment Management: Liquidity drives stock markets to new highs
1 July 2019, 12:00am
New article from Tatton Investment Management: The middle of the year - a tipping point?
24 June 2019, 12:00am
New article from Tatton Investment Management: Battle of the ‘doves’
17 June 2019, 12:00am
New article from Tatton Investment Management: Mixed messages
10 June 2019, 12:00am
New article from Tatton Investment Management: The return of the central bank put?
3 June 2019, 12:00am
3 June 2019, 12:00am
Appointment by Frenkel Topping
3 June 2019, 12:00am
Preliminary Results For the year ended 31 March 2019
3 June 2019, 12:00am
New article from Tatton Investment Management: Bond rally musings
27 May 2019, 12:00am
New article from Tatton Investment Management: It is getting warmer
20 May 2019, 12:00am
New article from Tatton Investment Management: Market support for Trump or unwarranted equanimity?
13 May 2019, 12:00am
New article from Tatton Investment Management: Geopolitics re-enter market stage
7 May 2019, 12:00am
New article from Tatton Investment Management: Central banks disappoint expectations
29 April 2019, 12:00am
New article from Tatton Investment Management: Waning market stimuli put stock markets on notice
23 April 2019, 12:00am
New article from Tatton Investment Management: Spring time from here?
16 April 2019, 12:00am
Trading Statement for 12 months ending 31 March 2019
15 April 2019, 12:00am
New article from Tatton Investment Management: Brexit in-limbo aside sentiment is improving
8 April 2019, 12:00am
New article from Tatton Investment Management: Happy 10th birthday, choppy bull market
1 April 2019, 12:00am
New article from Tatton Investment Management:29 March 2019 – quarter end
25 March 2019, 12:00am
New article from Tatton Investment Management: Brinkmanship and extensions
18 March 2019, 12:00am
New article from Tatton Investment Management: Bits & Pieces
11 March 2019, 12:00am
New article from Tatton Investment Management: ECB stimulus U-turn leaves markets unimpressed
4 March 2019, 12:00am
New article from Tatton Investment Management: £-Sterling ‘applauds’ prospect of Brexit delay
25 February 2019, 12:00am
New article from Tatton Investment Management: Progress?
18 February 2019, 12:00am
New article from Tatton Investment Management: Investment perspectives for different Brexit outcomes
15 November 2018, 12:00am
Interim Results for the six months ended 30 September 2018
15 October 2018, 12:00am
New article from Tatton Investment Management: Autopsy of a stock market sell-off
1 October 2018, 12:00am
New article from Tatton Investment Management: Poor politics containing bond market risks?
27 September 2018, 12:00am
New article from Tatton Investment Management: Brexit clamour vs. real market new
7 September 2018, 12:00am
New article from Tatton Investment Management: Interesting times ahead
31 August 2018, 12:00am
New article from Tatton Investment Management: “Not the end of the worldâ€
24 August 2018, 12:00am
New article from Tatton Investment Management: Steady markets vs. noisy politics
17 August 2018, 12:00am
New article from Tatton Investment Management: Political strongman tactics come home to roost
10 August 2018, 12:00am
New article from Tatton Investment Management: Summer heat wave makes way for return of political he
3 August 2018, 12:00am
New article from Tatton Investment Management: A gentle deceleration?
27 July 2018, 12:00am
New article from Tatton Investment Management: Hot air for a hot summer?
20 July 2018, 12:00am
New article from Tatton Investment Management:Earnings are growing, why worry?
13 July 2018, 12:00am
New article from Tatton Investment Management: Hard Brexit demonstration potential?
6 July 2018, 12:00am
Notice of Annual General Meeting
6 July 2018, 12:00am
New article from Tatton Investment Management: It is getting hot
29 June 2018, 12:00am
New article from Tatton Investment Management: Digesting or consolidating?
27 June 2018, 12:00am
Preliminary Results for the year ended 31 March 2018
22 June 2018, 12:00am
New article from Tatton Investment Management: Fragile recovery
15 June 2018, 12:00am
New article from Tatton Investment Management: No surprises
8 June 2018, 12:00am
New article from Tatton Investment Management: Delicate equilibrium
1 June 2018, 12:00am
New article from Tatton Investment Management: Ignore politics at your peril
25 May 2018, 12:00am
New article from Tatton Investment Management: GDPR? No - far more interesting news!
18 May 2018, 12:00am
New article from Tatton Investment Management: What's the economic reality of this week's news?
11 May 2018, 12:00am
New article from Tatton Investment Management: Batten-down-the-hatches?
4 May 2018, 12:00am
New article from Tatton Investment Management: Past the peak?
27 April 2018, 12:00am
New article from Tatton Investment Management: Confusing signals?
20 April 2018, 12:00am
New article from Tatton Investment Management: A mixture of messages
6 April 2018, 12:00am
New article from Tatton Investment Management: Could do better
6 April 2018, 12:00am
New article from Tatton Investment Management: Peaking, plateauing or dimming – and how about that
29 March 2018, 12:00am
New article from Tatton Investment Management: End of a stormy quarter
23 March 2018, 12:00am
New article from Tatton Investment Management: Now we know it's risky!
16 March 2018, 12:00am
New article from Tatton Investment Management: Back to Normal?
9 March 2018, 12:00am
New article from Tatton Investment Management: Tariffs to growth
2 March 2018, 12:00am
New article from Tatton Investment Management: Time to take some profits
23 February 2018, 12:00am
New article from Tatton Investment Management: Change of direction or gradual normalisation?
16 February 2018, 12:00am
New article from Tatton Investment Management: Breathing easier for the moment
9 February 2018, 12:00am
New article from Tatton Investment Management: Meteoric stock markets crash bac
6 February 2018, 12:00am
Tatton Investment Management's Stock Market Correction Assessment
2 February 2018, 12:00am
New article from Tatton Investment Management: Good news turns bad news - again!
26 January 2018, 12:00am
New article from Tatton Investment Management: Surprises
19 January 2018, 12:00am
New article from Tatton Investment Management: US$ weakness versus Bitcoin and Carillion
12 January 2018, 12:00am
New article from Tatton Investment Management: Bullish sentiment rings alarm bells
5 January 2018, 12:00am
New article from Tatton Investment Management: Encouraging kick-off
15 December 2017, 12:00am
New article from Tatton Investment Management: 2017 - taking stock
8 December 2017, 12:00am
New article from Tatton Investment Management: Progress versus Bitcoin
5 December 2017, 12:00am
Interim results for the six months ended 30 September 2017
1 December 2017, 12:00am
New article from Tatton Investment Management: Sudden, but not entirely unexpected
24 November 2017, 12:00am
New article from Tatton Investment Management: Invincible markets?
17 November 2017, 12:00am
New article from Tatton Investment Management: Yield-curve flattening: a bad omen?
10 November 2017, 12:00am
New article from Tatton Investment Management: Nervous investors herald more volatile markets
3 November 2017, 12:00am
New article from Tatton Investment Management: UK rate rise: ‘one and done’ or beginning of rate
27 October 2017, 12:00am
New article from Tatton Investment Management: Trick or treat season
13 October 2017, 12:00am
New article from Tatton Investment Management: All-time highs and Q3 results outlook: Reasons to be
6 October 2017, 12:00am
New article from Tatton Investment Management: Bad news – good news
29 September 2017, 12:00am
New article from Tatton Investment Management: Movements
22 September 2017, 12:00am
New article from Tatton Investment Management: QT to reverse QE and 2-year transition period to soft
15 September 2017, 12:00am
New article from Tatton Investment Management: BoE guides for year-end rate hike - Bluff or real?
8 September 2017, 12:00am
New article from Tatton Investment Management: ‘Back to school’ amidst hurricanes, earthquakes
1 September 2017, 12:00am
New article from Tatton Investment Management: Bad news, Good news
25 August 2017, 12:00am
New article from Tatton Investment Management: Summer low or summer lull?
18 August 2017, 12:00am
New article from Tatton Investment Management: More sellers than buyers
11 August 2017, 12:00am
New article from Tatton Investment Management: Stocks take note of North Korea crisis - or do they?
4 August 2017, 12:00am
New article from Tatton Investment Management: Consolidated base but momentum dwindling
28 July 2017, 12:00am
New article from Tatton Investment Management: Summer thoughts about the ‘longer term’
21 July 2017, 12:00am
New article from Tatton Investment Management: Summer lull - delayed
14 July 2017, 12:00am
New article from Tatton Investment Management: Pre summer-holiday investment check
7 July 2017, 12:00am
New article from Tatton Investment Management: Global growth ploughs on while markets take a breathe
23 June 2017, 12:00am
New article from Tatton Investment Management: Quo Vadis Britain?