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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...

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...

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...

BITCOIN REVISITED

— Jun 9, 2021

“Everything you don't understand about money combined with everything you don't understand about computers”. ...

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...

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...

FEBRUARY 2021 Market Update

— Feb 24, 2021

FEBRUARY 2021 MARKET UPDATE Global stock markets have mostly held onto the gains made following the strong performance since November 2020 although...

JANUARY 2021 Market Update

— Jan 22, 2021

JANUARY 2021 MARKET UPDATE It may surprise many people to know that Sir Isaac Newton is almost as famous in the investment world as he is for his...

DECEMBER 2020 Market Update

— Dec 17, 2020

DECEMBER 2020 MARKET UPDATE As this most unsatisfactory of years concludes another distinct narrative has emerged for Q4. In Q1 we had the emergence...

NOVEMBER 2020 Market Update

— Nov 27, 2020

NOVEMBER 2020 MARKET UPDATE The most important news of the past month has of course been the US election result and positive results on an effective...

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