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
April 2023
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…
Throughout April, investors searched for indications as to the likely path for macroeconomic policy, as many central banks have begun to taper interest…