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Mixed messages

Tatton Asset Management Plc

After a good start, June has carried on in a positive way for investors. Over the past week stock markets consolidated their gains, while bond yields stopped falling. Following the ...

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The return of the central bank put?

Tatton Asset Management Plc

Stock markets had a very good week – for all the wrong reasons. Economic data reports confirmed that 2018’s US economic expansion is rapidly decelerating towards outright stagnation as companies ...

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Bond rally musings

Tatton Asset Management Plc

It all seemed to make a lot of sense to the media commentators this past week: government bonds rallied and equity markets fell because investors no longer expect a return ...

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It is getting warmer

Tatton Asset Management Plc

Unfortunately this headline is not intended to suggest that things are getting better, but rather that Donald Trump’s trade war is heating up. In a way I feel reminded of ...

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