Investment Comment April 2023

The first quarter of 2023 was positive overall for global markets, despite worrying developments in the banking sector.  The major news headlines came in March, with the collapse of mid-size US lender Silicon Valley Bank (SVB). …

Investment Comment March 2023

February was a mixed month for global markets.  UK and European equities rose in value, however the MSCI ACWI ended the month 2.0%…

Investment Comment February 2023

After a difficult 2022 for the majority of markets, there was some welcome relief in the first month of 2023.  The MSCI ACWI…

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…

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