Investment Commentary

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.
5th July 2016

Our Investment Commentary for Q2 2016 (1 April – 30 June)

Global markets experienced substantial volatility in Q2 as they continue to grapple with a number of economic and political issues. Although the main focus for UK […]
11th April 2016

Our Investment Commentary for Q1 2016 (1 January – 31 March)

Global equities experienced a sharp sell-off at the start of 2016, reflected by the FTSE World index which fell 12% in January. Due to weak sterling, […]
4th January 2016

Our Investment Commentary for Q4 2015 (1 October – 31 December)

Markets experienced considerable volatility in 2015, which saw significant weakening of commodity prices driven by a slowing Chinese economy and, consequently, concerns over global growth. As […]
9th October 2015

Our Investment Commentary for Q3 2015 (1 July – 30 September)

Global markets were extremely volatile this quarter as concerns over China’s slowing economy became more pronounced. The impact was particularly strong on emerging and Asian economies. […]
3rd July 2015

Our Investment Commentary for Q2 2015 (1 April – 30 June)

Q2 saw global equities fall by over 5% in sterling terms. Concerns surrounding Greece’s debt repayments and the future of the Eurozone weighed on world markets, particularly towards the end of the quarter.

2nd April 2015

Our Investment Commentary for Q1 2015 (1 January – 31 March)

It has been a very good quarter for investors, despite the downside risks. Global equities were given a huge boost in January as the ECB announced its significant quantitative easing (QE) program which began in March. This helped the FTSE World Index gain over 5% in Q1.

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