Investment Commentary

9th July 2019

Market Overview & Outlook – Quarter 2 2019

The second quarter of 2019 has continued the positive trend of Q1 with markets gaining ground as a result of low interest rates and talk of […]
11th April 2019

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 […]
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 […]
2nd 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 […]
7th November 2017

Update on Global Financial Markets Q4 2017

Global Financial markets continue to prosper in 2017 as positive economic activity worldwide is driven by accommodative monetary policy and, in most cases, negligible inflation.
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.
3rd October 2016

Our Investment Commentary for Q3 2016 (1 July – 30 September 2016)

The Summer and early Autumn have seen some pleasing returns for UK investors, as continued sterling weakness has flattered overseas returns.

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