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…

Investment Comment April 2022

When a human crisis with terrifying consequences for millions of people is ongoing, commenting on the effect on markets can feel uncaring or even heartless. Like all, we are shocked and saddened by the Russia-Ukraine war and hope for a just peace as soon as possible.

Investment Comment March 2022

We are shocked and saddened by the events that have unfolded in Ukraine in the last seven days. We must acknowledge that this…

Investment Comment February 2022

Global equities, as measured by the MSCI ACWI, retreated 4.00% in January. There is currently much for investors and markets to digest: high…

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…

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