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…

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.

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…

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