Investment Commentary

20th December 2019

Market Overview for 2019

As the decade draws to a close, it paves the way for reflection after a most eventful year. After a disappointing end to 2018, January 2019 […]
4th October 2019

Market Overview & Outlook – Quarter 3 2019

Global markets have continued to perform, with the US S&P500 reapproaching a record high and ending the third quarter with its biggest year-to-date gain since 1997. […]
1st October 2018

Our investment commentary for Q3 2018 (1 July – 30 September)

Quarter 3 saw the US bull market continue to rally boosted by tax cuts and fiscal stimulus. The Fed’s continued quantitative tightening led to a rise […]
13th July 2018

Our Investment Commentary for Q2 2018 (1 April – 30 June)

Global markets rebounded strongly in the second quarter of 2018 supported by robust US corporate earnings, the US tax cut and improved sentiment towards the geopolitical […]
9th November 2017

Our Investment Commentary for Q1 2018 (1 January – 31 March 2018)

The start of 2018 saw a lot of dramatic news for investors to digest ranging from continued increases in US interest rates to the opening salvos […]
8th November 2017

Our Investment Commentary for Q4 2017 (1 October – 31 December 2017)

Global equity markets made further positive progress in Q4 gaining 3.27% in dollar terms or 1.38% against a resurgent sterling. This resulted in the MSCI World […]
7th November 2017

Our Investment Commentary for Q3 2017 (1 July – 30 September 2017)

The global economy continues to expand, with the recovery in Europe now looking particularly impressive. This is supported by solid growth in corporate earnings, and equity […]
3rd August 2017

Our Investment Commentary for Q2 2017 (1 April – 30 June 2017)

Global equity markets have continued to exhibit late bull market characteristics, climbing a ‘wall of worry’ to record highs, an 8-year long bull market, the second […]
6th April 2017

Our Investment Commentary for Q1 2017 (1 January – 31 March 2017)

Global equity markets have continued to perform strongly this quarter with the MSCI All-Country World Index up 6.7%.
3rd January 2017

Our Investment Commentary for Q4 2016 (1 October – 31 December 2016)

Developed equity markets have performed strongly in Q4 and continuing sterling weakness against the dollar has inflated overseas returns for UK investors.