INSIGHT
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...
SORBUS spotlight: The Advanced Economy Divergence
At the turn of the year, the Western economies were braced for a nasty recession. But as the halfway point of 2023 ranges into view, forecasts have become a touch more optimistic. Whilst no one would call the economic outlook positive, it is at least not as negative as once feared.
SORBUS spotlight: Britain’s Inflation Problem
One golden rule of macroeconomic analysis is to never overreact to a single datapoint. But two ‘blips’ in a row start to look a little more concerning.
WealthBriefing Exclusive: SORBUS favours consumer staples
Speaking exclusively to WealthBriefing, Richard Farmiloe, partner and lead fund manager of the Sorbus Vector Fund highlights the benefits of investing in consumer staples such as Unilever and Diageo.
SORBUS debt positioning: still ‘safety first’
The collapse of Silicon Valley Bank (SVB) and the recent forced takeover of Credit Suisse by UBS are a function of rising interest rates and bad decisions. There will be other banks suffering from the same dynamic.
SORBUS spotlight: A modern version of an old story.
Bank runs are almost as old as banking. But familiarity does not make them any more comfortable when they happen.