Market Commentary 27th January 2023

For those that don’t know, I head the investment team at IPS Capital. Each week I highlight a few things that have come across my desk that I think are interesting and investment related. We always welcome dialogue so if you have any questions we’ll be happy to answer them here too.   The theme

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Market Commentary 20th January 2023

For those that don’t know, I head the investment team at IPS Capital. Each week I highlight a few things that have come across my desk that I think are interesting and investment related. We always welcome dialogue so if you have any questions we’ll be happy to answer them here too.   This week:

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Market Commentary 13th January 2023

For those that don’t know, I head the investment team at IPS Capital. Each week I highlight a few things that have come across my desk that I think are interesting and investment related. We always welcome dialogue so if you have any questions we’ll be happy to answer them here too.   My last

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2022 Q4 ESG Market Commentary

 Polarisation and Transparency: The 2022 ESG Wrap-up The past year was a turbulent one for investors, especially for those of us focusing on ESG risks and themes. A change in global economic conditions and the subsequent high inflation initiated by the Russian invasion of Ukraine, prompted a sell-off in sectors with high ESG scores like

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2022 Q4 MARKET COMMENTARY

 Summary • Q4 finally saw some encouraging signs that inflation might have peaked in the US, the world’s largest equity and bond market. This eased pressure on central bankers to keep raising interest rates. Markets famously do not like uncertainty and it now looks like interest rates will peak at or slightly below 5% in

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Market Commentary 16th December 2022

For those that don’t know, I head the investment team at IPS Capital. Each week I highlight a few things that have come across my desk that I think are interesting and investment related. We always welcome dialogue so if you have any questions we’ll be happy to answer them here too.   This will

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Market Commentary 9th December 2022

For those that don’t know, I head the investment team at IPS Capital. Each week I highlight a few things that have come across my desk that I think are interesting and investment related. We always welcome dialogue so if you have any questions we’ll be happy to answer them here too.   “Investing doesn’t

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Market Commentary 2nd December 2022

For those that don’t know, I head the investment team at IPS Capital. Each week I highlight a few things that have come across my desk that I think are interesting and investment related. We always welcome dialogue so if you have any questions we’ll be happy to answer them here too.   Markets have

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Market Commentary 25th November 2022

For those that don’t know, I head the investment team at IPS Capital. Each week I highlight a few things that have come across my desk that I think are interesting and investment related. We always welcome dialogue so if you have any questions we’ll be happy to answer them here too.   Happy Thanksgiving

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Market Commentary 11th November 2022

For those that don’t know, I head the investment team at IPS Capital. Each week I highlight a few things that have come across my desk that I think are interesting and investment related. We always welcome dialogue so if you have any questions we’ll be happy to answer them here too.   Your 3

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