Lots going on out there – but what does it all mean? Markets have plenty to consider from rates, inflation, micro, macro, geopolitics and climate – but the core objective remains: generating dull, boring predictable returns in difficult markets.

It’s time to stop kidding ourselves. Brexit promised much but has been a disaster. The economy is contracting, investment in growth has collapsed, and there are no signs of Brexit bonuses. Time for a reset.

Global Markets have started 2022 on a stronger footing than many feared – the issue may be too much focus on short-term positives while long-term embedded problems remain unaddressed. Even the outlook for the UK may be improving – and a change in politics will allow the fundamental rot at the core of the economy to be cauterised.

Watch the Bond Markets. In bonds there is truth. Brutal, uncompromising, painful truth. When the crisis comes, it will hit bond markets first. 

Christmas is coming, but plenty still to think about in terms of markets; from the lessons on Covid re-opening in China, what Tesla’s shareprice tells about the resurgence of common sense, and the prospects of 2 years of dither into the very necessary general election the UK needs to move forward!

The CBI think the next decade could be lost as the UK is swamped by stagflation, zero growth and disinvestment, and wonder what the government’s plan is? There isn’t one except to ignore the brutal truth of acknowledging the greatest mistake the UK ever made.

After some tumultuous weeks in global markets, where do we go from here in terms of the dollar, inflation, energy, China? It’s all terribly complex, but probably good news for some and bad for others. The UK is likely on the loser list.

The markets are distracted by a host of crises. Somewhere in amongst it all is clarity.. but for the time being its noise and nonsense!

The New UK Sunak Government had steadied markets, but in coming weeks it will become increasingly clear the fractured Tories are trapped in no-Growth Austerity. Can they escape, or is it time for a Political Reset?

How do we fix the UK’s broken National Health Service? Don’t expect much from politicians – fixing the NHS is politically dangerous, might take decades, and is way beyond the time frame of the next election. It’s better to tinker, make some noise and do little. There are many reasons the NHS is effectively broken, but even more reasons to be hopeful it can be fixed – if we can just muster the vision and imagination to make it happen and use tech!