Join the whole Sharpe End team for the Christmas special edition where Craig, Rahab, and Will hold David to account for his predictions for 2022. Just how well did David call the fortunes of the UK economy? How accurate were his views on speculative technology and cryptocurrency? And, importantly, did he beat last year’s score of 4.5 points!?

With all the shenanigans since our last episode, is the UK now a relative beacon of political stability? If so, does that move the dial for the prices of British assets? The team explain why capital discipline and the resiliency of ad revenue are the order of the day for them given recent weaker earnings from the US tech giants. Finally, do political shifts in China change the long-term picture for investing in the country?

The team ponder whether, after the not-so-mini reaction to the Chancellor’s ‘mini-budget’, it’s finally time to buy UK bonds again or whether US Treasuries still look a better place for capital, and explain how they are tackling currency exposure in the face of a continually volatile pound. Also, what does the return to a world of higher costs of capital and risk-free rates mean for markets, and how should it change how we invest? 

Have US Fed Chair Jerome Powell’s comments at Jackson Hole spooked the team as much as they spooked the market? This month, David, Will, and Craig also discuss how much attention to pay to the weakening US housing market, and finally touch on the video game industry and how it should remain an exciting place to invest for many years to come.

We may have (finally) reached peak inflation, argue David, Will and Rahab this month. Also, they explain how the Tory leadership campaign made them reassess the benefits and pitfalls of deregulation, and why they think water is an exciting investment theme for their portfolios.

This month, David, Will and Craig discuss the wide-ranging impacts of the energy market’s current stresses and complexities. Also, despite some expected post-pandemic catch-up in consumer services spending, the team aren’t tempted by many businesses that have benefited. Finally, they discuss the departure of Prime Minister Boris Johnson in real time and what it might mean for fiscal policy and the UK economy.

Why is credit starting to look attractive to David, Will and Craig for the first time in quite a while? Also, the team question how resilient consumer staples companies may be in the current environment and explain why they are still comfortable with composite decking manufacturer Trex despite a tough year so far.

This month, David, Will and Craig discuss managing a portfolio in a bear market and avoiding the pitfalls of emotional decisions, their love/hate relationship with the hamster wheel of earnings season, and why – despite attracting the attention of a rather eccentric billionaire – pure play social media companies have never really turned their heads.

This month, David Will and Rahab try to make sense of what simultaneous recessionary and inflationary risks mean for markets and central bank policy. Also, what does the difficult start to the year for ESG investing mean for its future? And they explain why Ulta Beauty has been surprisingly resilient despite rocky markets.