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Q1 2025 Market Commentary
Charles Armitage Investment Director Stephen Dowds Chief Investment Officer Hay Hill Wealth Management CIO Stephen Dowds and...
eastonmichael2
2 days ago5 min read
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Hay Hill Wealth 2024 Investment Outlook
Hay Hill Wealth CIO Stephen Dowds and Investment Director Charles Armitage share our outlook for global markets in 2024. "To some extent,...
eastonmichael2
Apr 4, 20242 min read
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2023: Outlook for the World Economy and Markets
Hay Hill Wealth CIO Stephen Dowds and Investment Director Charles Armitage share our outlook for global markets in 2023. "2022 was a...
eastonmichael2
Jan 17, 20232 min read
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Q3 2022: Economic Review
Hay Hill Wealth CIO Stephen Dowds and Investment Director Charles Armitage review key events of Q3 and share thoughts for outlook ahead....
eastonmichael2
Nov 24, 20221 min read
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2022: Outlook for the World Economy and Markets
Hay Hill Wealth CIO Stephen Dowds and Investment Director Charles Armitage share our outlook for global markets in 2022. "Central banks...
eastonmichael2
Mar 21, 20223 min read
110 views
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PASSING THE BATON?
After sixteen years, the German political landscape is no longer dominated by Angela Merkel. Well, that may not be quite true, since she...
eastonmichael2
Oct 5, 20212 min read
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THE HAMSTER OF WALL STREET
Over the last few months, Mr Goxx has been locked in a rigged box, forced to trade cryptocurrencies, streamed live for our amusement....
eastonmichael2
Oct 5, 20212 min read
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BIDEN’S SLUMP?
Since 1865, only on three occasions has the presi-dent’s party gained seats during a president’s first midterm. Thus, with a major-ity of...
eastonmichael2
Oct 5, 20213 min read
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CIRCLING THE PLANET OR THE DRAIN?
Circling the drain— a colloquial term by doctors, is defined by medical-dictionary.com as ‘a macabre slang term referring to a patient...
eastonmichael2
Jul 6, 20212 min read
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BITCOIN’S MOVING (HOME, NOT PRICE)
Love them or hate them, understand them or not, chances are, that cryptocur-rencies in some form, are here to stay. Much like mar-mite,...
eastonmichael2
Jul 6, 20212 min read
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TRANSITORY EXPECTATIONS
I don’t know how many points the word “transitory” scores in Scrabble, but it certainly scores highly with policy makers around the world...
eastonmichael2
Jul 6, 20212 min read
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RE-PRICING THE COST OF MONEY
For years after the financial crisis of 2007-08, the world’s central banks, led by the US Federal Reserve, pursued highly accommodative...
eastonmichael2
Apr 9, 20213 min read
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STUCK IN THE MIDDLE OF YOU
Opened in 1869, the Suez canal is one of the most important shipping routes in the world. Its easy to see why—a ship passing the 162km...
eastonmichael2
Apr 9, 20212 min read
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EXPLODING STARSHIP ENTERPRISE?
‘Mars, here we come!’ reads a tweet from Elon Musk in the wake of the SN8 rocket explosion going viral. Elon Musk is no stranger to...
eastonmichael2
Dec 23, 20202 min read
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FROM A MILLION TO ONE TO 50:50
Last year we were watching a triumphant Boris Johnson sweep to victory in the General Election on the promise that he would “get Brexit...
eastonmichael2
Dec 23, 20202 min read
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WHAT THE TRUCK IS GOING ON?
What’s got no wheels and a market cap of $28bn? Answer: the Nikola Motor Company. Named, coincidentally no doubt, after the same person...
eastonmichael2
Jul 6, 20202 min read
47 views
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LOCHABER NO MORE
The impact of the Covid-19 pandemic has been immense, not only in terms of the health, social and economic effects seen over the past few...
eastonmichael2
Jul 6, 20203 min read
8 views
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QUIS CUSTODIET IPSOS CUSTODES?
WireCard had a rocky journey on its way to the top. Founded in 1999, the company was nearly wiped out during the dot com bubble. In 2002,...
eastonmichael2
Jul 6, 20202 min read
9 views
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BORIS GAINS MOMENTUM
Powered by a surge of English nationalism, Boris Johnson bulldozed his way through Labour’s so-called “red wall” to a 70-seat majority in...
eastonmichael2
Dec 23, 20192 min read
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(DO) WE (EVEN) WORK?
On this day last year WeWork felt as if the stars had aligned. They were in IPO discussions and the business was valued by SoftBank at...
eastonmichael2
Nov 4, 20192 min read
18 views
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