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As expected, the Labour party won the General Election on 4th July although the size of their majority exceeded expectations. Given the size of the majority, it is likely that we are now entering a period…

The Prime Minister Rishi Sunak surprised everybody on 22 May by announcing a general election on Thursday 4 July. One consequence of the election announcement is that we are going to face a month of endless…

The US Federal Reserve received an unwelcomed new year’s present last week with a US CPI reading of 7% - an inflation rate that we haven’t seen since the early 1980s.   At just 1.4% a…

Thoughts from Sarasin and Partners on the recent inflation news out of the US. https://sarasinandpartners.com/think/six-minute-strategy-us-inflation-hits-a-30-year-high/      

Dear All   From the high of expectations of the lifting of final lockdown restrictions, we are now nervously awaiting the impact of ‘Freedom Day’ (which means slightly different things in the different countries that make…

We are delighted to enclose our summary of the key announcements in yesterday’s Budget 2021 statement. The structure of this Budget, like its predecessor, was driven by the pandemic’s impact on the economy. With some form…