News

JANUARY 2023 MARKET UPDATE

— Jan 19, 2023
JANUARY 2023 MARKET UPDATE The FTSE100, a good measure of UK equities, was essentially flat over the course of 2022 which suggests a measure of...

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SEPTEMBER 2022 MARKET UPDATE

— Sep 25, 2022
SEPTEMBER 2022 MARKET UPDATE We finished our July Integra piece on a sombre outlook: “Over the coming months and possibly years we must be more...

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AUGUST 2022 MARKET UPDATE

— Aug 31, 2022
AUGUST 2022 MARKET UPDATE Equity and bond markets have rallied strongly since the lows earlier this summer. Part of this can be attributed to a...

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JUNE 2022 MARKET UPDATE

— Jun 28, 2022
JUNE 2022 MARKET UPDATE As we previously warned, US equity markets (i.e. the tech laden Nasdaq and the broader S&P 500) are now firmly in bear...

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APRIL 2022 MARKET UPDATE

— Apr 25, 2022
APRIL 2022 MARKET UPDATE Markets saw several dramatic turns of events during March.  As widely expected, the US Federal Reserve raised...

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MARCH 2022 MARKET UPDATE

— Mar 3, 2022
MARCH 2022 MARKET UPDATE The key figure which markets are now focussed on is the monthly inflation number in the US. The most recent print in...

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JANUARY 2022 MARKET UPDATE

— Jan 21, 2022
JANUARY 2022 MARKET UPDATE We are currently quite pessimistic about global equity and bond markets. Regular readers will know we have become...

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NOVEMBER 2021 MARKET UPDATE

— Nov 30, 2021
NOVEMBER 2021 MARKET UPDATE Little has changed since our update last month. Inflation continues to rise and the central bankers base position of...

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OCTOBER 2021 MARKET UPDATE

— Oct 7, 2021
OCTOBER 2021 MARKET UPDATE For the second quarter running we have seen most equity and debt markets seemingly acting as grown ups - plodding along -...

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AUGUST 2021 MARKET UPDATE

— Aug 25, 2021
AUGUST 2021 MARKET UPDATE We have been optimistic about the potential for returns from equities for a long time, reinforcing that view by adding to...

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