INSIGHT
SORBUS spotlight: After the war
It has been more than two years since Russia invaded Ukraine. The war itself has bogged down into a vicious stalemate and the direct economic impacts on Ukraine’s allies have fallen back as global energy prices have receded. However the conflict will eventually end, it seems likely to herald large changes in the structure of the global economy, reshaping global energy markets and pushing defence spending higher.
SORBUS spotlight: The US Outlook
The United States has been the standout growth story of the post-pandemic years. Perhaps the best way to measure this is to compare the size of national output at the end of 2023 to the level it was expected to be at by the end of 2023 in the last set of pre-covid IMF forecasts back in the winter of 2019.
SORBUS spotlight: The UK. Looking back and looking ahead.
It says something rather telling about the state of an economy when GDP revisions, part and parcel of the process of compiling economic data, are treated as big news.
SORBUS spotlight: The economy in 2024. Five key points.
2023 turned out to be a lot better than expected. A year ago the consensus view was that high energy prices would push the British and European economies into recession and the chances of a similar downturn in the United States were closely balanced.
SORBUS spotlight: the demographic future
Once upon a time,...
SORBUS spotlight: the central bank sweet spot
It might not feel like it but the global economy, at least from the point of view of Western central bankers, is currently in something of a sweet spot.
WealthBriefing: Wealth managers mull case for upgrading UK, European equities
Founding partner, Max Thowless-Reeves speaks to WealthBriefing about investment strategy and UK equities
SORBUS spotlight: Change in service sector activity 2020-22
The pandemic ushered in great economic changes. It helped rekindle global inflation after two decades of tepid price rises.
SORBUS founding partner speaks to Professional Wealth Management
SORBUS founding partner, Max Thowless-Reeves speaks to Professional Wealth Management about UK equities and the benefits of investment by local entrepreneurs.
SORBUS spotlight: Third time lucky?
Speaking to a crowd of Western ambassadors at the Polish embassy in Moscow in 1956, the Soviet premier, Nikita Khrushchev, famously declared “we will bury you”. While some paranoid observers took this as a veiled threat to start a Third World War, what Khrushchev was actually talking about was economic output.
SORBUS spotlight: Europe
The headlines about the Eurozone’s economic performance often mislead as much as they inform. All too often the fortunes of Germany are misrepresented as conveying the whole story. Often, such as now, this is simply not the case.
SORBUS spotlight: US interest rates are hurting. But they are also working.
The US Federal...