Markets

Liberation Day has arrived – and we can’t say we weren’t warned. But the way forward is still unclear.   Even the most experienced Trump watchers, used to a more rhetoric-driven, flip-flop approach, have been caught on the wrong foot. Knowing the incumbent president’s love of the “art of the deal”, trade rhetoric and executive orders […]

By Abhi Chatterjee, Chief Investment Strategist at Dynamic Planner Since September 2024, there has been a marked increase in yields in the Fixed Income markets. Within the UK and its popular press, the move in UK Gilts has featured prominently with lengthy discussions on the whys and therefore, but when placed in the global perspective, […]

In the latest economic update, the Office for National Statistics (ONS) released its newest Consumer Price Index (CPI) data, painting a picture of what is happening in terms of inflationary trends and the broader economic landscape. Commenting, Abhi Chatterjee, Chief Investment Strategist at Dynamic Planner said: “At last, some good news for the beleaguered consumer. Inflation, […]

The Dynamic Planner Investment Committee (IC) met on Tuesday 23 January, coincidentally called ‘Super Tuesday’ in the US state of New Hampshire, where the race for the White House began with primary elections for the Republican party nomination. In fact, elections are expected to cover around 60% of world GDP over the course of 2024, […]

It is that time of the year when we, as market watchers, pull out our crystal balls. Just as we dust ourselves off from the past year, we look to the one ahead, either with anticipation or trepidation. Taking a moment to look back, it has been an extraordinary year – from the tremendous gains […]

The Dynamic Planner Investment Committee met on 23 October and reflected on the implications of the global stagflation environment, with negative earnings growth, persistently high inflation and Central Banks unlikely to pivot to significantly cutting interest rates anytime soon, for fear of inflation spiralling out of control again. Many developed economies, particularly in the case […]

The Dynamic Planner Investment Committee met on Thursday 27 April and reflected on the wider financial sector frailties following the fall-out of the Silicon Valley and First Republic Bank collapses in the US. In Europe, the dramatic loss of confidence in Credit Suisse led to a deposit run-off at digitally enabled speed and a wipe-out of its statutory capital […]

By Tim Drayson , James Carrick, Legal and General Investment Management Markets suggest the US has almost reached an inflection point, while the UK and Europe have further to go in their battles against inflation. Prospects for the global economy are mixed, at best, this year: While the US should follow the UK and Europe […]

The Investment Committee (IC) met on Monday 23 January and reflected on the downstream impact of the dramatic escalation in geopolitical risks, due to the Russian invasion of Ukraine, now almost 12 months ago, and the associated commodity price shocks. The macro environment is radically different to the optimistic one prevailing at the start of […]

In light of elevated economic and market volatility unfolding globally, and the UK government’s recently announced major tax cuts and increases in government borrowing, the rapid plummet in the value of the Pound and UK gilts has been truly eye-watering. Below, is insight from the Dynamic Planner Investment Committee, to add a more practical perspective […]