In May, politics took centre stage in markets as investors waited for a resolution on US debt ceiling negotiations while, elsewhere, leaders of…
Investment Comment
June 2023
Investment Comment
May 2023
Throughout April, investors searched for indications as to the likely path for macroeconomic policy, as many central banks have begun to taper interest…
Investment Comment
April 2023
The first quarter of 2023 was positive overall for global markets, despite worrying developments in the banking sector. The major news headlines came in March, with the collapse of mid-size US lender Silicon Valley Bank (SVB). …
Investment Comment
March 2023
February was a mixed month for global markets. UK and European equities rose in value, however the MSCI ACWI ended the month 2.0%…
Investment Comment
February 2023
After a difficult 2022 for the majority of markets, there was some welcome relief in the first month of 2023. The MSCI ACWI…
Investment Comment
January 2023
It is safe to say that 2022 has been something of a rollercoaster year for capital markets. Geopolitical issues have dominated headlines and had wide ranging impacts. …
Investment Comment
December 2022
Markets were mainly positive across most geographic sectors during November, following weaker than expected US inflation data which provided a boost to markets…
Investment Comment
November 2022
Following a tumultuous September, markets ended October on a more stable footing, in particular in the UK where the unwinding of September’s ‘mini…
Headlines in the US for much of second quarter were dominated by the ongoing talks between President Joe Biden and House speaker Kevin McCarthy, with the deadline to raise the US debt ceiling…