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\r\n Clearer skies ahead\u2026.?<\/a>\r\n <\/div>\r\n
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by Adam Jones With the global pandemic now firmly in the rear-view mirror we have been reflecting on the performance of various economies and markets over the past 12 to … <\/p>\n

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\r\n May Strategy Meeting: Equity Markets Have Stalled<\/a>\r\n <\/div>\r\n
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By Tim Sharp, Hottinger & Co. Equity markets appear to have stalled during May as the two main catalysts of reopening economies and reflation seem to have run their course … <\/p>\n

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\r\n Supply meets demand<\/a>\r\n <\/div>\r\n
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by Adam Jones Last Friday (May 7th) saw a major disappointment for US economic forecasters. The Department of Labor\u2019s closely followed employment report showed the economy having added just 266,000 … <\/p>\n

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\r\n Q1 reporting season is strong but is it sustainable?<\/a>\r\n <\/div>\r\n
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By Tim Sharp, Hottinger & Co. The key development in Q1 has been the rise in US long bond yields as curves have steepened, leading to the outperformance of financials … <\/p>\n

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\r\n March Investment Strategy Committee: A Chance to Consolidate<\/a>\r\n <\/div>\r\n
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By Tim Sharp, Hottinger & Co. The scale and pace of the policy response to the pandemic has been significant and, in the US and UK the vaccine roll-out has … <\/p>\n

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\r\n Wasps announce Hottinger Group as Official Club Partner<\/a>\r\n <\/div>\r\n
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Wasps Rugby club confirmed that Hottinger Group, a leading international private wealth management firm, has agreed to become an Official Club Partner. The agreement, which will run until the end … <\/p>\n

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\r\n Why European Equities?<\/a>\r\n <\/div>\r\n
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By Tim Sharp, Hottinger & Co. Another strong US reporting season has left European companies in the shade and the focus on the passage of President Biden\u2019s $1.9trn stimulus plan … <\/p>\n

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\r\n February\u2019s Investment Strategy Committee: Pressure building in government bond markets<\/a>\r\n <\/div>\r\n
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By Tim Sharp, Hottinger & Co. Despite the current restrictions, we still expect to see a significant rotation from growth into cyclical stocks as the ongoing vaccine roll-out in developed … <\/p>\n

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\r\n Bitcoin: a bubble or back in action?<\/a>\r\n <\/div>\r\n
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By Tom Wickers, Hottinger & Co. Bitcoin peaked at $49,376 last week. To put that into context that is almost a quintupling of price in a year[i]. Were there many … <\/p>\n

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\r\n Protecting Against Equity Risk<\/a>\r\n <\/div>\r\n
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By Tim Sharp, Hottinger & Co. As we started the New Year the reflation trade was already underway with commodities and resources stocks showing a strong performance and the 10-year … <\/p>\n