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Cash is king The new calendar year has proven to be almost as volatile as the previous one, with investor sentiment reaching the highest level since late 2021, only to reach lows that had not been reached once in 2021. The first quarter started with upbeat expectations, both for inflation and company earnings, based on […]

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Category: House View

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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02 June, 2020

House view: June 2020

Global equity markets in the past weeks have continued to retrace the heavy ...
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