Investment Comment January 2023

It is safe to say that 2022 has been something of a rollercoaster year for capital markets.  Geopolitical issues have dominated headlines and had wide ranging impacts. …

Investment Comment December 2022

Markets were mainly positive across most geographic sectors during November, following weaker than expected US inflation data which provided a boost to markets…

Investment Comment November 2022

Following a tumultuous September, markets ended October on a more stable footing, in particular in the UK where the unwinding of September’s ‘mini…

Investment Comment October 2022

The third quarter of 2022 was a story of two very different halves.  A relative calm swept over markets in July following an eventful first half of the year…

Investment Comment September 2022

Investor optimism from July continued into the first half of August, before central banks’ unrelenting commitment to control inflation raised global recession fears…

Investment Comment August 2022

July provided relief for investors after a very difficult first half of 2022.  Equities rallied, led by technology and consumer discretionary companies, and…

Investment Comment July 2022

2022 is shaping up to be a very different year to 2021.  The conflict in Ukraine has created the greatest European security threat since World War II…

Investment Comment June 2022

Global equities, as measured by the MSCI ACWI, ended May almost flat after significant intra-month volatility.  The principal drivers of investor sentiment over…

Investment Comment May 2022

2022 has proven to be a difficult year so far for investors and April unfortunately followed this trend.  The Russia-Ukraine war, lockdowns in…

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