More prominent signs of a global slowdown emerged in August as equity markets softened. Monthly macro indicators weakened, whilst an escalation in trade…
Investment Comment
September 2019
Investment Comment
August 2019
Will monetary easing counter global headwinds? The downturn in the global manufacturing sector extended for a third consecutive month in July, with output…
Investment Comment
July 2019
Global markets continued on an upward trajectory in the second quarter of 2019, following the strong recovery in the first three months, with…
Investment Comment
June 2019
The year so far has seen positive returns across global markets in response to the US Federal Reserve’s more dovish tone at the…
Investment Comment
May 2019
April saw the International Monetary Fund (IMF) announce their third downward revision of global growth expectation for 2019 to 3.3%, a 0.2 percentage…
Investment Comment
April 2019
Global markets recovered sturdily in the first quarter after a strong selloff in the fourth quarter of 2018. The UK recovered last year’s…
Investment Comment
March 2019
February saw markets continue their recovery from the fourth quarter correction of 2018, apart from Japan and Emerging Markets which weakened slightly. The…
Investment Comment
February 2019
The fourth quarter correction of 2018 significantly eroded the global highs experienced in the third quarter. As illustrated above, global markets were down…
Markets proved resilient in September, offsetting some of the weakness experienced over the summer. However, the OECD’s cut to global growth forecasts from…