It seems a long time ago that we were all plunged into a third UK lockdown in January 2021, allowed out for exercise once a day, only seeing members…
Investment Comment
January 2022
Investment Comment
December 2021
Cautious investor optimism typified the first half of November following a strong US earnings season and reaffirmation of accommodative tapering…
Investment Comment
November 2021
October is infamous for hosting some of the most dramatic stock market falls in history: the 1907 ‘Bank Panic’, the ‘Crash of 1929’…
Investment Comment
October 2021
The quarter ending 30 September 2021 has been eventful with respect to market news but, despite significant weakness in Asia and Emerging…
Investment Comment
September 2021
The collapse of Afghanistan’s US-backed government and the end of the 20-year war dominated news flow in August but the events did little…
Investment Comment
August 2021
The main theme dominating markets in July was a continued move away from so-called ‘rotation’ trades, as inflation fears receded and earnings season…
Investment Comment
July 2021
Markets were relatively calm in June, as equity markets in all geographies except the UK inched up. Bonds likewise rallied, with longer dated developed…
Investment Comment
June 2021
Markets were unsettled in May, with the main equity indices outside Europe ending the month in negative territory. Significant volatility returned to…
Global equities, as measured by the MSCI ACWI, retreated 4.00% in January. There is currently much for investors and markets to digest: high…