TAM

Tatton Asset Management Plc

’twere well it were done quickly

It has been another reasonable week for risk assets, especially equities. At the time of writing, markets around the world are within a percentage point of last week’s highs. In

Tatton Asset Management Plc

A reality check on recent stockmarket highs

The recent meeting between US president Donald Trump and China’s president Xi Jinping was highly anticipated, with expectations sky-high of an end to the ongoing trade war.  The event itself at

Tatton Asset Management Plc

Positioning for a summer of wait and see

Tatton’s investment team held its in-depth investment committee meeting this week, where we reflect on how the economy and capital markets have developed relative to our expectations from previous meetings

Tatton Asset Management Plc

Battle of the ‘doves’

There were relatively few economic data or corporate announcements this week. The US came within a hair’s breadth of clearly carrying out an act of war against Iran. And the

Tatton Asset Management Plc

Mixed messages

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

Tatton Asset Management Plc

The return of the central bank put?

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

Tatton Asset Management Plc

Bond rally musings

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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