The collapse of Silicon Valley Bank and Credit Suisse, and the implications for the wider banking sector.
Why strong balance balance sheets at systemically important banks means the risk of further contagion is lower than previous banking crises
Assessing the impact of the latest round of interest rate rises, and why central banks may have raised rates too far
How rate rises have increased the risk of recession, and the impact of a contraction in the tech sector in the US
What’s behind the strength of the consumer, and how rising credit card spending is partly supporting the consumer.
The UK budget, the impact of personal tax changes, and the need for a coherent long-term plan for the UK economy
What investment strategies have worked this year, including infrastructure investment and capital-investment driven companies
How equities have offered bonds relative safety versus volatility in the bond market.
The case for investing in UK cyclicals, including the tail wind of falling energy prices.
Worries about the US regional banking industry and commercial property.
