Investment Comment January 2022

It seems a long time ago that we were all plunged into a third UK lockdown in January 2021, allowed out for exercise once a day, only seeing members…

Investment Comment December 2021

Cautious investor optimism typified the first half of November following a strong US earnings season and reaffirmation of accommodative tapering…

Investment Comment November 2021

October is infamous for hosting some of the most dramatic stock market falls in history: the 1907 ‘Bank Panic’, the ‘Crash of 1929’…

Investment Comment October 2021

The quarter ending 30 September 2021 has been eventful with respect to market news but, despite significant weakness in Asia and Emerging…

Investment Comment September 2021

The collapse of Afghanistan’s US-backed government and the end of the 20-year war dominated news flow in August but the events did little…

Investment Comment August 2021

The main theme dominating markets in July was a continued move away from so-called ‘rotation’ trades, as inflation fears receded and earnings season…

Investment Comment July 2021

Markets were relatively calm in June, as equity markets in all geographies except the UK inched up. Bonds likewise rallied, with longer dated developed…

Investment Comment June 2021

Markets were unsettled in May, with the main equity indices outside Europe ending the month in negative territory. Significant volatility returned to…

Investment Comment May 2021

Covid-19 showed no sign of leaving international headlines in April, one year on from the first full month most European countries spent in…

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