INSIGHT

SORBUS founding partner, Max Thowless-Reeves speaks to Professional Wealth Management about UK equities and the benefits of investment by local entrepreneurs.

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.

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.

The US Federal...

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.

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.

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.

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.

Bank runs are almost as old as banking. But familiarity does not make them any more comfortable when they happen.

Richard Farmiloe, partner and lead fund manager of SORBUS VECTOR highlights his top stock picks this month for WealthBriefing.

Last summer’s British heat wave was an excellent example of what behavioural economists tend to call recency bias, or the tendency of people to over fix on recent experience.

At first glance, the global economy of 2023 looks set to an unwanted repeat of 2022 – a year dominated by uncomfortably high inflation, slowing growth, rising interest rates and squeezed consumers.