News from the Mews

Inflation or Deflation? What’s next?

In January, a chart caught our attention. Our initial interpretation of this alarming curve was that 2020’s increase in the USA’s money supply was unprecedented, and that it was especially extreme in relation to the (then unprecedented) expansion in the money supply during the GFC (2007-2009).

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Coronavirus Bulletin #6

As the newest member of the Hamilton Financial team, Andrew has invited me to write this edition of our Coronavirus series of Bulletins.Markets never fail to surprise and in the wider world there have been some extraordinary trends which threaten to upset the delicate...

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July 2020 Newsletter

2020 has been an extraordinarily stressful and challenging time for us all and we hope you have managed to come through lockdown safe and well.  We are facing a global humanitarian crisis, and the economy has been dealt a near-mortal blow. Many aspects of life, previously taken for granted, have changed forever.

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Coronavirus – Bulletin 5

The Coronavirus pandemic and its effect on stock markets has now been with us for over a month. We have seen dramatic falls in asset prices across the globe, as uncertainty about the long-term effects of COVID-19 and the likely duration of the current lockdown are as yet unknown.

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Coronavirus – Bulletin 4

Stock markets continue to be febrile and you will be understandably nervous about your savings. My advice is to try to igonore valuations. Coronovirus uncertainty has led to some dramatic falls in prices but, on Friday, markets were up and the upswing in valuations were just as dramatic.

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