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Market Reports

Market Summary – October 2019

Market Summary – October 2019

Global equity markets rallied in September with modest overall gains following a somewhat subdued August. Emerging markets occupied the extreme ends of the range, with Venezuela losing over 12% while Argentina gained over 18%. Steady US data underpinned markets with a sharp rise in consumer spending and unemployment remaining steady at 3.7%. The hope that …

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Market Summary – August 2019

Market Summary – August 2019

Boris Johnson: MPs Choice or People’s Choice? The Conservative party has a new leader, and Britain has a new Prime Minister, and his name is Boris. Boris Johnson, likes to be a bit of a showman, but demonstrated in his previous role as Foreign Secretary, that he’s not a ‘details’ person, which may be part …

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Market Summary – July 2019

Market Summary – July 2019

Europe leads Global Equity Market increases Equity markets adopted a slightly more optimistic feel in June, with substantial global rises in all major markets, led by Europe where it is beginning to look like another round of quantitative easing might be on the table and, in the US, the Fed hinted about a July rate …

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Market Summary – June 2019

Market Summary – June 2019

Political events shake the world stage, causing market instability A May sell-off in global equity markets followed harsher Sino-US trade dispute rhetoric and veiled Chinese threats to restrict US rare earth metals access, indicating there’s nothing quite like a long, painful trade war between the US and China for choking global growth. Now Trump is …

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Market Summary – May 2019

Market Summary – May 2019

April World Equity markets strong once again World equities generally performed well during April with Japan experiencing a particularly strong 5% rise going into the Golden Week holiday, extended this year to incorporate the installation of the new Emperor. Strong upward surge for European equities as consumers keep spending Led by Germany, European equities saw …

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Market Summary and Brexit Update – April 2019

Market Summary and Brexit Update – April 2019

Once again, Brexit dominates the political stage, so this month we focus on very recent events to bring you a top-of-the-bill Brexit update. Brexit Update You’re no doubt aware that the UK did not leave the EU on the 29th March, so-called ‘Brexit Day’ but instead received an extension until yesterday, 12th April 2019. Following …

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Market Commentary – March 2019

Market Commentary – March 2019

Brexit. To be, or not to be?… That is, indeed, the question that has dominated markets this month. As we’ve seen over the last few months with all the turmoil and political shenanigans spawned by the UK’s stumbling progress towards a somewhat ungraceful EU Exit. Trying to predict the eventual outcome of Brexit, and what …

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Market Commentary – January 2019

Market Commentary – January 2019

Yuletide volatility as world equity markets see worst December in decades While December saw no major changes in current events around the globe, market effects during a season of traditionally thin trading markets, was to elevate volatility. Although it appears 2018 ended on an uncertain note, it’s worth bearing in mind that in the majority …

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Brexit update and market review

Brexit update and market review

While the majority of markets dipped during October, Brazil’s stocks rose on a wave of optimism following the election of the opposition Workers Party ‘market-friendly’ Jair Bolsonaro to the Brazilian presidency. Globally, however, stocks fell, fueled by falls in the so-called US tech-driven ‘FAANG’ stocks, earning the month the title ‘Red October’. During October the …

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Market commentary – October 2018

Market commentary – October 2018

While Europe and Japan growth rates have slowed this year the US economy has experienced strong growth, so US Portfolio exposure applies portfolio construction and risk management parameters to criteria that reflect a positive US economic view. With that in mind, this month’s market summary focusses on the US economy and reasons to be positive …

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