Williams Investment Management Financial Commentary

Financial Commentary – August 2022

From an economic perspective, it’s difficult to argue there has been any improvement over recent weeks. On the contrary, global inflation continues to rise, as do interest rates while in the UK, waves of industrial action now appear a formality. Meanwhile, Putin’s forces continue their assault on Eastern Ukraine, meaning little respite for the prices…

Williams Investment Management Financial Commentary

Financial Commentary – June 2022

Markets are now reflecting multiple concerns. February witnessed the shock of a full scale Russian invasion of Ukraine, rather than a Donbas land grab mirroring Putin’s previous tactics in North Ossetia, Abkhazia and Crimea. Due to Ukrainian resistance, Western assistance and poor Russian tactics, Putin’s ambitions have subsequently been clipped out of necessity.  However, the…

Williams Investment Management Financial Commentary

Financial Commentary – May 2022

While the war (sorry, Special Operation) in Ukraine continues to take centre stage, there are signs that markets are starting to look beyond it, refocusing on economic matters. In the US, 10 year Treasury bonds currently yield 2.4% which offers precious little recompense when inflation stands at 8.5%. In the UK, 10 year Government bonds…