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A new era has arrived The first half of 2023 has surprised many investors, especially when compared to the previous and difficult 2022. Growth stocks have shone, and “artificial intelligence” has become a by-word promising a bright and prosperous future. In late November 2022, an early demo of ChatGPT, a chatbot based on a large […]

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Category: House View

04 July, 2023

House View: July 2023

A new era has arrived The first half of 2023 has surprised many investors, ...
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03 April, 2023

House View: April 2023

Cash is king The new calendar year has proven to be almost as volatile as the ...
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05 January, 2023

House View: January 2023

Forecast errors Economic forecasting often resembles an art rather than a ...
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03 October, 2022

House View: October 2022

Bye-bye Goldilocks Gone are the days of Goldilocks, when the economy was ...
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08 July, 2022

House View: July 2022

Financial markets do not like sudden change, but what we have experienced in ...
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28 April, 2022

House View: April 2022

With the first quarter of 2022 now behind us, and more than a month of military ...
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22 December, 2021

House View: December 2021

The festive season towards the end of the year usually casts its holiday mood ...
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18 October, 2021

House view: October 2021

After a summer of calm, with global equity markets not dropping more than 3% ...
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20 July, 2021

House view: July 2021

Transitory or not? Markets have seemingly bought into the Fed’s view that ...
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21 April, 2021

House view: April 2021

While the pandemic continues to cause much uncertainty, despite renewed ...
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19 January, 2021

House view: January 2021

A new calendar year has started, yet many uncertainties remain. Will Covid be ...
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10 September, 2020

House view: September 2020

With the summer months now behind us, the world unfortunately remains plagued ...
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