News

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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JULY 2021 MARKET UPDATE

— Jul 30, 2021
JULY 2021 MARKET UPDATE Our concerns over equity valuations, particularly in the U.S, are rising again. Over the last twelve months the US stock...

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JUNE 2021 MARKET UPDATE

— Jun 29, 2021
JUNE 2021 MARKET UPDATE Markets have continued their goldilocks drift upwards - limited gains but very low volatility. Equities are rising, fixed...

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APRIL 2021 MARKET UPDATE

— Apr 30, 2021
APRIL 2021 MARKET UPDATE March saw global equities take a dip mainly due to the rise in bond yields. Global bond yields have been at record levels...

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MARCH 2021 Market Update

— Mar 30, 2021
MARCH 2021 MARKET UPDATE There was little in the way of significant events over the period other than a continuation of the rotation we wrote about...

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