A weekly email newsletter from our Chief Investment Strategist, Alan McIntosh, and Head of Fixed Interest Research, Richard Carter, with their take on the last week.

Written by

Alan McIntosh
Chief Investment Strategist
Richard Carter
Head of Fixed Interest Research
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This week we discuss the reforms announced by China around private education companies and the market reaction to this, as well as a broader look at investing in China and the impact of regulation for investors.
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This week’s host, Chris Scott, discusses the ups and downs of the past week with Technology Analyst, Ben Barringer. Chris and Ben discuss volatility in the market place, the continuation of the value vs growth stocks debate, as well as taking a look at the technology sector.
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While some parts of the population might be enjoying ‘Freedom Day’ in the sunshine, investors are growing increasingly alarmed at the spread of the delta-variant in the UK and elsewhere.
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Among the topics discussed this week - the bond market, inflation and market changes in the industrials sector.