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Insight - Making Sense of the Narrative

Invest with Market Thinking in a UCITS global equity fund, developed in collaboration with Toscafund, a UK and HK-based specialist investment manager, harnessing the power of behavioural finance through thematics and factor ETFs.

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The most crowded trade in markets at the moment is $ cash. Fear rather than greed is dominating sentiment for both retail and professional investors and, with yields approaching 4%, cash is back as an asset class once more...

The marvellous British word ‘defenestration’ is seemingly only ever used when a politician is metaphorically thrown out of the proverbial window and as such will doubtless be all over the UK press in the next few days as Chancellor Kwasi Kwarteng loses his job and the administration of Liz Truss hangs by the proverbial thread.

The 100th anniversary of the Chinese Communist Party will be presented as a time of calm in a sea of international chaos as Xi looks to a third term and further progress to his view of socialism.

Danger UXB was a British TV series about a company of soldiers dealing with UXBs, or Unexploded Bombs, left in London after the Blitz.

September exceeded even its own reputation as a terrible month for markets, with equities and bonds both down heavily, as well as commodities, and almost the only thing going up (apart from volatility) was the US$.

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