Brexit clamour vs real market news

Tatton Asset Management (LON:TAM), the on-platform discretionary fund management and IFA support services business, announced the recent acquisition of the entire issued share capital of Sinfonia Asset Management Limited, a wholly owned subsidiary of the Tenet

Tatton Asset Management (LON:TAM), the on-platform discretionary fund management (DFM) and IFA support services business, provided an unaudited period end update for the 6 months ended 30 September 2019. Paul Hogarth, Founder and CEO of Tatton

For UK investors – and indeed the public generally – Brexit tops the list of concerns. That is to be expected of course, given the importance of our relationship with the EU. Unfortunately, it seems like

Last week, we wrote that equity markets would need to see an improvement in global economic growth if they were to move higher. So, it was typical commentator’s curse that this week saw a rise in

Once again, politics took our breath away during this first week of October. Donald Trump appeared to live-stream ever more evidence for his own impeachment, while the UK’s Boris Johnson ricocheted in his Brexit language between

The unprecedented events unfolding in UK politics this week will have distracted many UK investors from developments in the wider world. But those global developments may well carry far greater significance for near-term return developments than

We know from conversations with some of our portfolio investors and financial advisers that the investing UK public is currently almost entirely focused on every twist and turn of the Brexit drama. However, with the ‘back-stops’

As usual, political turmoil and central bank action are front and centre of the financial pages. Underneath these big macro themes however, there were some eye-catching business stories.  First up, serviced office property group WeWork shelved

Last week, we wrote that equity markets would need to see an improvement in global economic growth if they were to move higher. So, it was typical commentator’s curse that this week saw a rise in

The week has, yet again, felt tumultuous. The government’s Brexit strategy has been halted in its tracks by a miscalculation of the official opposition and internal Conservative Party opposition. Many commentators were also confounded, and we

It does not happen often that market-moving news emerges after we have finished writing The Tatton Weekly. Last week proved to be an exception. Having just commented on how politics and the prospect of fiscal easing

Following last week’s excitement over the yield curve inversions in the US and UK – which have been powerful recession predictors in the past – this week saw the return of calmer capital markets. World stock

Last week, we suggested that the recent market pullback (down, then up to almost recovered) is unlikely to be the end of this bout of market volatility. Sure enough, markets became even more volatile over this

We have repeatedly commented on these pages that the good mood in asset markets this year is more to do with central bank policy than a positive backdrop of the real economy. With poor economic fundamentals,

It was the best of times, it was the worst of times. Dickens’ immortal line roughly sums up the differing actions of two of the world’s major central banks this week. In the US, the Federal

It’s official: May is out and Boris is in. But despite the political changes this could bring, currency markets hardly reacted. £-sterling started the month at €1=£0.897, and remains at that level at the time of