Market Overview & Outlook – Quarter 1 2019

Global markets have made the best start to a year in almost three decades with a strong recovery after the volatility and downdraft in the winter of 2018. Investors’ views on equities changed from pessimistic to fairly optimistic over the past quarter on positive news coming from the US regarding central bank policy and the […]

Market Overview & Outlook – December 2018

Seabrook Clark’s Quarter 4 Investment Committee Meeting was held on Thursday 13th December. The members of the committee – Matthew Clark, Paul Saunders, Michael Butler, Bryony Noad and Veselina Petrova – discussed their views on the main factors affecting the markets this quarter, as well as the trends expected to drive performance in the coming […]

The US mid-term election results – possible effects on the markets

The early results from the US mid-term election are in and they point in one direction – congressional gridlock. Democrats are celebrating taking control of the House of Representatives while Republicans increased their Senate majority. The United States House of Representatives is the lower chamber of the United States Congress, the Senate being the upper […]

Our commentary on recent market events

As predicted in our Market Overview & Outlook communication, markets have become much more volatile in October spooked initially by a rise in interest rates in the US and the imposition of tariffs on trade by the US and China. The fall in equity markets has been a reaction to the news that the Fed […]

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 in the price of the dollar which then spelled trouble for emerging markets who borrow in dollars. We saw a significant outflow of investments away from them following China’s […]