Investment Commentary

The Trump Slump

We started 2025 with economists predicting a reasonable level of economic growth with inflation continuing on its downward path. This underpinned the view that interest

Matthew Clark April 7, 2025

Has the Positive Outlook for US Markets been Trumped?

After two consecutive years where portfolios have benefited from strong double digit returns in US equity markets, much of it underpinned by the performance of

Matthew Clark March 7, 2025

Market Overview Quarter 4 2024 (1 October – 31 December 2024) and Outlook 2025

Another Year of US Dominance Reminiscent of the start of 2023, there was broad concern that the US economy, a key driver of global growth,

Matthew Clark December 18, 2024

Market Overview & Outlook Quarter 3 2024 (1 July – 30 September 2024) – Markets show resilience

Progress across asset markets disguised an eventful quarter where monetary policy moved from fighting inflation to supporting growth. August saw sharp falls in equity markets

Matthew Clark October 2, 2024

Market Overview & Outlook Quarter 2 2024 (1 April – 30 June 2024) – More of the Same?

After a strong first quarter, equity markets retreated in April, reacting to expectations of central bank rate cuts being pushed out on stronger economic data.

Hayden Williams July 9, 2024

Navigating the UK General Election

In a somewhat surprising announcement, current prime minister Rishi Sunak stood outside of 10 Downing Street in his soaked suit jacket as he declared a

Hayden Williams May 23, 2024

Market Overview & Outlook Quarter 1 2024 (1 January – 31 March 2024) – The Rally Continues

In the first quarter of 2024, equity markets surged upwards, in particular North America, driven on by the ongoing artificial intelligence boom, Japan and Europe,

Matthew Clark April 5, 2024

Market Overview & Outlook Quarter 4 2023 (1 October 2023 – 31 December 2023) and Investment Outlook 2024

Santa Rally 2023 Since a market low point at the end of October, equity markets, particularly in the US rallied strongly in the last two

Matthew Clark December 31, 2023

Market Overview & Outlook Quarter 3 2023 (1 July – 30 September 2023) – ‘Higher for Longer’

Equity Markets August and September are notoriously poor performing months, having been the two worst-performing months for over 50 years. Following suit, the bullish sentiment

Matthew Clark October 6, 2023

Market Overview & Outlook Quarter 2 2023 (1 April – 30 June 2023) – Developed Market Equities Prosper

Equity Markets Following on from the turmoil within the US banking sector, the stress continued in Q2 as JP Morgan acquired First Republic Bank in

Matthew Clark July 6, 2023

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