Year: 2022
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Global House Prices are Falling
Central Banks are raising interest rates. US mortgage rates have topped 7% for the first time since 2002, while rates in the EU and UK have more than doubled since last year.
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The Christmas World Cup
The Qatar tournament will, commercially at least, prove disappointing. Sponsorship revenue for the 2022 World Cup will come to an estimated $1.
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The maturing emerging markets
2022 has been a difficult year for Emerging Markets. Headwinds included a strong US dollar, global inflation, heightened geopolitical tensions, and growth weakness in China triggered by both COVID-related restrictions and a property market slowdown.
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Prospects in a divided Brazil
Brazilians reacted passionately to last weekend’s election win for Lula da Silva – or just ”Lula.” The supporters of the socialist candidate took to the streets across Latin America’s largest economy to celebrate with red flags and convoys of hooting cars.
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Falling UK property prices
The Wall Street Journal has reported that Britain “is about to sustain the biggest shock to its housing market” since 2008.
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The Truss Revolution
Liz Truss and Rishi Sunak have spent weeks trying to convince the UK’s 160,000 Conservative Party Members that that they are a breath of fresh air, despite both having served in Boris Johnson’s government.
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Faltering housing markets
As interest rates rise, house prices in the world’s most overpriced markets are starting to fall. Will it be a slowdown, or a full-blown crash?
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Will Singapore take Asia’s crown?
China’s state news agency, Xinhua, recently reported that “since Hong Kong’s return to the motherland in 1997, its financial market has evolved... with remarkable progress made in the banking system, capital market, as well as the foreign exchange market.
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Could oil prices have passed their peak?
Whilst investors are assuming that energy prices will stay high, history may suggest the opposite.
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The UK’s Healthy Recession
Like in much of the World, the UK’s economy looks in trouble right now. We have seen two consecutive months of falling output, and there is no reason to expect that trend to be reversed any time soon.
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The World’s cooling property market
House prices worldwide have been pushed up by low interest rates. With rates rising, the market may well cool.
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The end of easy money
The world’s central bankers are starting to see sense. Minutes from the March meeting of America’s Federal Reserve show that policymakers plan to shrink the Fed’s $9trn balance sheet faster than anticipated in response to soaring inflation.
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Globalisation in retreat
A growing number of big investors, including BlackRock and Allianz Global Investors, have gone public with predictions that the war in Ukraine will prove an inflection point in the global economy.
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A Blow for ‘net zero’
Switching the world economy from fossil fuels to green alternatives was always going to be a challenged. It just got a lot harder.
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China’s economic miracle : drawing to an end
There is no painless way for Beijing to deflate the debt bubble.
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UK house prices in 2022
2021 was a boom year for lots of things, and one of those things was the UK housing market.
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Markets respond to Ukraine’s invasion
The tragic human cost of the invasion of Ukraine by Russian forces has lead to widespread international condemnation.
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A year to forget in emerging markets
Last year was one to forget for investors in most emerging markets (EMs).
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China’s worrying attitude to international relations
There are three key risks for investors in Xi’s China.
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China’s key risks for investors
There are three key risks for investors in Xi’s China. The first major risk is that the country is running out of time for reform.
