Category: market commentary

Market Matters

Don’t let current global uncertainties affect your financial planning It’s important not to let current global uncertainties affect your financial planning for the years ahead. People that stop their investment planning, particularly during market downturns, often miss out on opportunities to invest at lower prices. It’s important to keep to your strategy and keep moving...

February Market Commentary

Welcome to our February Market Commentary 2018. The first month of 2018 was a good one for the major stock markets which we cover in this Bulletin. We report on 12 markets and 11 of them made gains in January – in some cases, spectacular gains, which many investors would regard as more than adequate...

January Market Commentary

Welcome to our January Market Commentary. Another year seems to have flown by in the space of about five months. December, in particular, seemed to go past in a blur. It was, however, the month when some progress was – finally – made in the Brexit negotiations. It was also the month when Scotland used...

November Market Commentary

Welcome to our November Market Commentary 2017. European News Dominates Over the month both equities and bonds broadly rose in value despite some momentous news flow dominated by Europe. Equity market volatility plumbed yet another record low, with this October ending as the least volatile month in history, based on the VIX index, which is...

October Market Commentary

Well, we’re still here. Despite the seemingly best efforts of the leaders of the United States and North Korea – the world is still turning. But September was a month of ‘another day, another North Korean rocket flying over Japan’ and it ended with Kim Jong-un threatening to explode a nuclear bomb over the Pacific....

September Market Commentary

Introduction It is hard to start this commentary anywhere other than North Korea – or maybe crouching in Japan as a North Korean missile passes overhead. At the beginning of the month, Kim Jong-un threatened to bomb Guam, the US territory in the Western Pacific, and by the end of the month air raid sirens...

Market Commentary

July got off to the best possible start when Janet Yellen, Chair of the US Federal Reserve, announced that there would be no more financial crises “in our lifetime.” Speaking on a trip to London, she said that the reforms of the banking system since the 2007 to 2009 crash had “minimised the risk of...

July Market Commentary

June was a fairly quiet month. Well, apart from the chaotic General Election in the UK. Oh – and the decisive win for Emmanuel Macron in the French parliamentary elections. And the start of the Brexit negotiations. And Italy was forced to bail out two more banks. President Trump pulled out of the Paris climate...

June Market Commentary

As we wrote last year, ‘It is tempting to think that Brexit is the only game in town.’ Cross out ‘Brexit’ and replace it with ‘General Election’ and the sentiment holds good. But the rest of the world keeps turning – or in May, grinding to a halt as the WannaCry ransomware attack hit more...

May Market Commentary

Introduction It’s difficult to know where to begin this month. In France? Where Emmanuel Macron, the centrist candidate, successfully defeated the far right’s Marine le Pen to become the youngest ever French president, at just 39. In the UK? Where, having declared several times that she saw no need for a General Election, Theresa May...