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Client Update - 21st February 2025
I did try very hard to avoid Donald Trump last week, however I am afraid this week he has forced his way back into my weekly musings. Be...
Appleton Fox
Feb 214 min read
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Client Update - 14th February 2025
The Bank of England’s (BoE) decision to cut interest rates by 0.25% last week was widely anticipated, but it still stunned some...
Appleton Fox
Feb 144 min read
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Client Update - 7th February 2025
I appreciate that by the time you read this President Trump has probably staked claim to another piece of global real estate to go with...
Appleton Fox
Feb 73 min read
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Client Update - 31st January 2025
A slightly different US aspect to start the week as we were back on interest rate watch, with the first policy announcement of the New...
Appleton Fox
Jan 315 min read
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Client Update - 24th January 2025
It was good to focus on the UK last week, as I had a sneaky suspicion that this week would be all about the return of Donald Trump. As it...
Appleton Fox
Jan 243 min read
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Client Update - 17th January 2025
There has been growing commentary around the US big-cap stocks’ valuation premium over UK stocks that has risen to record levels since...
Appleton Fox
Jan 163 min read
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Client Update - 10th January 2025
Happy New Year to you. Having had a little break, returning to work seems like not a lot has changed. UK politics remains in a frightful...
Appleton Fox
Jan 105 min read
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Client Update - 20th December 2024
We are almost there. Christmas is around the corner and my thoughts are already turning towards how the Christmas Turkey will impact on...
Appleton Fox
Dec 20, 20244 min read
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Client Update - 13th December 2024
With some trepidation, I made my way more carefully into the office this morning, being Friday 13th after all. It is certainly a bad day...
Appleton Fox
Dec 13, 20244 min read
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Client Update - 6th December 2024
Something different for you this week. I might not often display an affinity to our ex-cousins from across the channel, but boy does...
Appleton Fox
Dec 6, 20243 min read
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Client Update - 29th November 2024
Is Donald Trump serious about tariffs? This has been the question hanging over not just world markets but the whole world of economics....
Appleton Fox
Nov 29, 20244 min read
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Client Update - 22nd November 2024
The G20 summit in Rio de Janeiro had been billed as a moment for “the West and the Rest” to show unity, yet the various agendas that have...
Appleton Fox
Nov 22, 20243 min read
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Client Update - 15th November 2024
Where do we go from here? Brexit was supposed to be the UK’s big opportunity to make its own brave path in negotiating global trade with,...
Appleton Fox
Nov 15, 20243 min read
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Client Update - 8th November 2024
It seems harsh on Kemi Badenoch that her triumph in the Conservative party leadership election is not headlining my weekly update this...
Appleton Fox
Nov 8, 20243 min read
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Client Update - 31st October 2024
Chancellor Rachel Reeves has delivered her budget. The headlines for our clients are clear. Pension will fall into your estate for...
Appleton Fox
Oct 31, 20244 min read
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Client Update - 25th October 2024
Chancellor Rachel Reeves was in Washington this week for her first set of International Monetary Fund (IMF) and World Bank annual...
Appleton Fox
Oct 25, 20243 min read
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Client Update - 18th October 2024
Inflation data gave us a pleasant but temporary break from geopolitics this week, as the consumer prices index (CPI) fell to 1.7 per cent...
Appleton Fox
Oct 18, 20244 min read
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Client Update - 11th October 2024
After Sir Keir Starmer’s big win for Labour this summer, it looked like UK politics might settle down following years of Brexit-induced...
Appleton Fox
Oct 11, 20243 min read
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Client Update - 4th October 2024
Before we look at markets we must pause and reflect on the lives lost in the US from Hurricane Helene. As I write this, over 120 are dead...
Appleton Fox
Oct 4, 20243 min read
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Client Update - 27th September 2024
The Labour party conference passed without as much as a whimper this week, with fairly unexciting speeches from Rachel Reeves and Sir...
Appleton Fox
Sep 27, 20243 min read
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Client Update - 20th September 2024
Investment markets have just got very interesting. Whilst the Bank of England held fast on further rate cuts this week to see how their...
Appleton Fox
Sep 20, 20243 min read
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Client Update - 13th September 2024
Over the past week, I was delighted to hear the wonderful news that Princess Catherine has completed her chemotherapy treatment. The...
Appleton Fox
Sep 13, 20243 min read
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Client Update - 6th September 2024
Last weekend, millions of eager fans spent hours trying to secure tickets for the highly anticipated Oasis reunion tour, set to take...
Appleton Fox
Sep 6, 20243 min read
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Client Update - 30th August 2024
Since taking over from Joe Biden more than four weeks ago, Vice President Kamala Harris has exceeded expectations in the presidential...
Appleton Fox
Sep 2, 20244 min read
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Client Update - 9th August 2024
The aftermath of the horrendous attack at a dance school in Southport last week has reverberated around the UK as violent protests and...
Appleton Fox
Aug 9, 20243 min read
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Client Update - 2nd August 2024
After weeks of unpredictable skies and cooler-than-normal temperatures, it felt like summer had gone missing this year. The warmth and...
Appleton Fox
Aug 2, 20244 min read
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Client Update - 26th July 2024
The summer months are often said to be a quiet time for markets, an opinion I have never really shared. In fact, a review of financial...
Appleton Fox
Jul 26, 20244 min read
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Client Update - 19th July 2024
Following the dramatic events in the US last Saturday, with Trump surviving an assassination attempt, global attention has swiftly...
Appleton Fox
Jul 19, 20243 min read
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Client Update - 12th July 2024
It is often said that a week is a long time in politics, and this week has proven that statement truer than ever. Last Friday, we...
Appleton Fox
Jul 12, 20243 min read
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Client Update - 5th July 2024
After weeks of campaigning and debating, the election is now behind us. As highly anticipated, the results this morning reveal that UK...
Appleton Fox
Jul 5, 20243 min read
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Client Update - 28th June 2024
With just under a week left before voters in the UK head to the polls on July 4th for the country’s first general election since 2019,...
Appleton Fox
Jun 28, 20243 min read
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Client Update - 21st June 2024
With the Euros kicking off last Friday, the European leg of Taylor Swift's 'Eras Tour' in full swing and growing anticipation ahead of...
Appleton Fox
Jun 21, 20243 min read
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Client Update - 14th June 2024
After months of anticipation, the European Central Bank (ECB) has finally cut interest rates for the first time in five years. This move,...
Appleton Fox
Jun 14, 20243 min read
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Client Update - 7th June 2024
While general etiquette may suggest avoiding conversations about religion, money, and politics, given the events of this past week, we...
Appleton Fox
Jun 7, 20244 min read
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Client Update - 31st May 2024
The former US President Donald Trump has been convicted on all counts against him in his “hush money” trial, even as he claimed the case...
Appleton Fox
May 31, 20244 min read
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Client Update - 24th May 2024
Finally, after months of speculation, Prime Minister Rishi Sunak has announced that this year’s general election will take place on the...
Appleton Fox
May 24, 20243 min read
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Client Update - 17th May 2024
Last Friday brought encouraging news for the UK as data revealed that we have exited the technical recession we slipped into in the last...
Appleton Fox
May 17, 20243 min read
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Client Update - 10th May 2024
We have written for some time now about how falling inflation is being closely monitored by central banks who are desperate to start...
Appleton Fox
May 10, 20242 min read
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Client Update - 3rd May 2024
Despite his political tenure lasting longer than that of Liz Truss, Humza Yousaf’s resignation as Scottish First Minister, after just a...
Appleton Fox
May 3, 20242 min read
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Client Update - 26th April 2024
Markets have quickly stepped down from high alert on an escalation to the Middle East conflict and have returned to a pre-occupation with...
Appleton Fox
Apr 26, 20243 min read
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Client Update - 19th April 2024
An escalation of the conflict in the Middle East, where Iran launched a drone and missile strike on Israel last weekend, was unsettling...
Appleton Fox
Apr 19, 20243 min read
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Client Update - 12th April 2024
It is good to be back in touch, I do hope that you had an enjoyable Easter break. Dialogue has progressed over the last few weeks with...
Appleton Fox
Apr 12, 20242 min read
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Client Update - 22nd March 2024
This week is undoubtedly one for the history books, as the Bank of Japan (BoJ) raised interest rates for the first time in 17 years,...
Appleton Fox
Mar 22, 20242 min read
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Client Update - 15th March 2024
Recently, I have noted that a number of my conversations with clients have gravitated towards a pressing question: Are we in another tech...
Appleton Fox
Mar 15, 20243 min read
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Client Update - 8th March 2024
In our email last week, we discussed the challenges faced by Chancellor Jeremy Hunt ahead of his Spring Budget. As expected, in the lead...
Appleton Fox
Mar 8, 20243 min read
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Client Update - 1st March 2024
This week all eyes are on the upcoming annual UK spring budget set to take place next Wednesday. Anticipation surrounds this significant...
Appleton Fox
Mar 1, 20243 min read
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Client Update - 23rd February 2024
The tragic news of Alexey Navalny's death in an Arctic prison has sent shockwaves around the world, casting a long shadow over the...
Appleton Fox
Feb 23, 20242 min read
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Client Update - 16th February 2024
It is often argued that grappling with deflation is just as challenging as combating inflation, a lesson the Bank of Japan (BoJ) has...
Appleton Fox
Feb 16, 20243 min read
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Client Update - 9th February 2024
First and foremost, myself and the whole team would like to extend our heartfelt best wishes and support to His Majesty the King and the...
Appleton Fox
Feb 9, 20243 min read
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Client Update - 2nd February 2024
Keeping track of global markets, economic trends and investment opportunities always keeps the investment team busy, but some weeks are...
Appleton Fox
Feb 2, 20243 min read
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