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ChetwoodIM
6 days ago3 min read
Client Update - 17th January 2025
There has been growing commentary around the US big-cap stocks’ valuation premium over UK stocks that has risen to record levels since...
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ChetwoodIM
Jan 105 min read
Client Update - 10th January 2025
Happy New Year to you. Having had a little break, returning to work seems like not a lot has changed. UK politics remains in a frightful...
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ChetwoodIM
Dec 20, 20244 min read
Client Update - 20th December 2024
We are almost there. Christmas is around the corner and my thoughts are already turning towards how the Christmas Turkey will impact on...
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ChetwoodIM
Dec 13, 20244 min read
Client Update - 13th December 2024
With some trepidation, I made my way more carefully into the office this morning, being Friday 13th after all. It is certainly a bad day...
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ChetwoodIM
Dec 6, 20243 min read
Client Update - 6th December 2024
Something different for you this week. I might not often display an affinity to our ex-cousins from across the channel, but boy does...
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ChetwoodIM
Nov 29, 20244 min read
Client Update - 29th November 2024
Is Donald Trump serious about tariffs? This has been the question hanging over not just world markets but the whole world of economics....
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ChetwoodIM
Nov 22, 20243 min read
Client Update - 22nd November 2024
The G20 summit in Rio de Janeiro had been billed as a moment for “the West and the Rest” to show unity, yet the various agendas that have...
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ChetwoodIM
Nov 15, 20243 min read
Client Update - 15th November 2024
Where do we go from here? Brexit was supposed to be the UK’s big opportunity to make its own brave path in negotiating global trade with,...
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ChetwoodIM
Nov 11, 20243 min read
Client Update - 8th November 2024
It seems harsh on Kemi Badenoch that her triumph in the Conservative party leadership election is not headlining my weekly update this...
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ChetwoodIM
Nov 4, 20244 min read
Client Update - 31st October 2024
Chancellor Rachel Reeves has delivered her budget. The headlines for our clients are clear. Pension will fall into your estate for...
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ChetwoodIM
Oct 25, 20243 min read
Client Update - 25th October 2024
Chancellor Rachel Reeves was in Washington this week for her first set of International Monetary Fund (IMF) and World Bank annual...
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ChetwoodIM
Oct 18, 20244 min read
Client Update - 18th October 2024
Inflation data gave us a pleasant but temporary break from geopolitics this week, as the consumer prices index (CPI) fell to 1.7 per cent...
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ChetwoodIM
Oct 11, 20243 min read
Client Update - 11th October 2024
After Sir Keir Starmer’s big win for Labour this summer, it looked like UK politics might settle down following years of Brexit-induced...
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ChetwoodIM
Oct 4, 20243 min read
Client Update - 4th October 2024
Before we look at markets we must pause and reflect on the lives lost in the US from Hurricane Helene. As I write this, over 120 are dead...
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ChetwoodIM
Sep 27, 20243 min read
Client Update - 27th September 2024
The Labour party conference passed without as much as a whimper this week, with fairly unexciting speeches from Rachel Reeves and Sir...
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ChetwoodIM
Sep 20, 20243 min read
Client Update - 20th September 2024
Investment markets have just got very interesting. Whilst the Bank of England held fast on further rate cuts this week to see how their...
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ChetwoodIM
Sep 13, 20243 min read
Client Update - 13th September 2024
Over the past week, I was delighted to hear the wonderful news that Princess Catherine has completed her chemotherapy treatment. The...
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ChetwoodIM
Sep 6, 20243 min read
Client Update - 6th September 2024
Last weekend, millions of eager fans spent hours trying to secure tickets for the highly anticipated Oasis reunion tour, set to take...
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ChetwoodIM
Sep 2, 20244 min read
Client Update - 30th August 2024
Since taking over from Joe Biden more than four weeks ago, Vice President Kamala Harris has exceeded expectations in the presidential...
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ChetwoodIM
Aug 9, 20243 min read
Client Update - 9th August 2024
The aftermath of the horrendous attack at a dance school in Southport last week has reverberated around the UK as violent protests and...
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ChetwoodIM
Aug 2, 20244 min read
Client Update - 2nd August 2024
After weeks of unpredictable skies and cooler-than-normal temperatures, it felt like summer had gone missing this year. The warmth and...
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ChetwoodIM
Jul 26, 20244 min read
Client Update - 26th July 2024
The summer months are often said to be a quiet time for markets, an opinion I have never really shared. In fact, a review of financial...
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ChetwoodIM
Jul 19, 20243 min read
Client Update - 19th July 2024
Following the dramatic events in the US last Saturday, with Trump surviving an assassination attempt, global attention has swiftly...
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ChetwoodIM
Jul 12, 20243 min read
Client Update - 12th July 2024
It is often said that a week is a long time in politics, and this week has proven that statement truer than ever. Last Friday, we...
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ChetwoodIM
Jul 5, 20243 min read
Client Update - 5th July 2024
After weeks of campaigning and debating, the election is now behind us. As highly anticipated, the results this morning reveal that UK...
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ChetwoodIM
Jun 28, 20243 min read
Client Update - 28th June 2024
With just under a week left before voters in the UK head to the polls on July 4th for the country’s first general election since 2019,...
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ChetwoodIM
Jun 21, 20243 min read
Client Update - 21st June 2024
With the Euros kicking off last Friday, the European leg of Taylor Swift's 'Eras Tour' in full swing and growing anticipation ahead of...
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ChetwoodIM
Jun 14, 20243 min read
Client Update - 14th June 2024
After months of anticipation, the European Central Bank (ECB) has finally cut interest rates for the first time in five years. This move,...
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ChetwoodIM
Jun 7, 20244 min read
Client Update - 7th June 2024
While general etiquette may suggest avoiding conversations about religion, money, and politics, given the events of this past week, we...
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ChetwoodIM
May 31, 20244 min read
Client Update - 31st May 2024
The former US President Donald Trump has been convicted on all counts against him in his “hush money” trial, even as he claimed the case...
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ChetwoodIM
May 24, 20243 min read
Client Update - 24th May 2024
Finally, after months of speculation, Prime Minister Rishi Sunak has announced that this year’s general election will take place on the...
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ChetwoodIM
May 17, 20243 min read
Client Update - 17th May 2024
Last Friday brought encouraging news for the UK as data revealed that we have exited the technical recession we slipped into in the last...
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ChetwoodIM
May 10, 20242 min read
Client Update - 10th May 2024
We have written for some time now about how falling inflation is being closely monitored by central banks who are desperate to start...
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ChetwoodIM
May 3, 20242 min read
Client Update - 3rd May 2024
Despite his political tenure lasting longer than that of Liz Truss, Humza Yousaf’s resignation as Scottish First Minister, after just a...
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ChetwoodIM
Apr 26, 20243 min read
Client Update - 26th April 2024
Markets have quickly stepped down from high alert on an escalation to the Middle East conflict and have returned to a pre-occupation with...
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ChetwoodIM
Apr 19, 20243 min read
Client Update - 19th April 2024
An escalation of the conflict in the Middle East, where Iran launched a drone and missile strike on Israel last weekend, was unsettling...
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ChetwoodIM
Apr 12, 20242 min read
Client Update - 12th April 2024
It is good to be back in touch, I do hope that you had an enjoyable Easter break. Dialogue has progressed over the last few weeks with...
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ChetwoodIM
Mar 22, 20242 min read
Client Update - 22nd March 2024
This week is undoubtedly one for the history books, as the Bank of Japan (BoJ) raised interest rates for the first time in 17 years,...
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ChetwoodIM
Mar 15, 20243 min read
Client Update - 15th March 2024
Recently, I have noted that a number of my conversations with clients have gravitated towards a pressing question: Are we in another tech...
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ChetwoodIM
Mar 8, 20243 min read
Client Update - 8th March 2024
In our email last week, we discussed the challenges faced by Chancellor Jeremy Hunt ahead of his Spring Budget. As expected, in the lead...
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ChetwoodIM
Mar 1, 20243 min read
Client Update - 1st March 2024
This week all eyes are on the upcoming annual UK spring budget set to take place next Wednesday. Anticipation surrounds this significant...
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ChetwoodIM
Feb 23, 20242 min read
Client Update - 23rd February 2024
The tragic news of Alexey Navalny's death in an Arctic prison has sent shockwaves around the world, casting a long shadow over the...
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ChetwoodIM
Feb 16, 20243 min read
Client Update - 16th February 2024
It is often argued that grappling with deflation is just as challenging as combating inflation, a lesson the Bank of Japan (BoJ) has...
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ChetwoodIM
Feb 9, 20243 min read
Client Update - 9th February 2024
First and foremost, myself and the whole team would like to extend our heartfelt best wishes and support to His Majesty the King and the...
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ChetwoodIM
Feb 2, 20243 min read
Client Update - 2nd February 2024
Keeping track of global markets, economic trends and investment opportunities always keeps the investment team busy, but some weeks are...
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ChetwoodIM
Jan 26, 20243 min read
Client Update - 26th January 2024
Can US President Joe Biden fight off the resurgent force of Donald Trump? Currently it looks unlikely, however the US economy grew at an...
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ChetwoodIM
Jan 19, 20243 min read
Client Update - 19th January 2024
For 51 weeks of the year, the unassuming ski resort of Davos in Switzerland is a haven for winter sports and alpine holidays. For one...
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ChetwoodIM
Jan 12, 20243 min read
Client Update - 12th January 2024
Like many of you this week, my interest in the Post Office Horizon scandal has been reignited by the release of the ITV mini-series "Mr....
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ChetwoodIM
Jan 5, 20243 min read
Client Update - 5th January 2024
A very happy New Year to you. I hope you had a relaxing and enjoyable time over the Christmas break. The festive season is always a...
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ChetwoodIM
Dec 15, 20233 min read
Client Update - 15th December 2023
Merry Christmas, from Jerome Powell and the US Federal Reserve (Fed). During his speech, Powell left interest rates steady on Wednesday,...
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