Looking back at the markets through September

A selection of articles looking back through the markets last month. Global Market Review What next for Brexit? The long-running Brexit saga took a new twist in September as the clock continued to tick towards its Hallowe’en deadline. After being suspended earlier in the month, the UK Parliament was hastily reconvened towards the end of … Continue reading “Looking back at the markets through September”

Looking back at the markets through August

A selection of articles looking back through the markets last month. Global Market Review Parliament’s suspension creates controversy The prospect of a no-deal Brexit crept closer during August as Prime Minister Boris Johnson announced that Parliament would be suspended shortly after MPs return from their summer break until the Queen’s Speech on 14 October. The … Continue reading “Looking back at the markets through August”

A balanced view: Investors wake up to fundamentals

While markets of late have been dominated by positive returns across all asset class, 3 factors drove Equities down in August: US corporate reporting season highlighted the deteriorating health of the underlying business, provided an earnings recession. Trade wars continue to run – the longer they do, the more lasting and permanent the drag on … Continue reading “A balanced view: Investors wake up to fundamentals”

Looking back at the markets through July

A selection of articles looking back through the markets last month.   Global market review Possibility of “no deal” moves closer Boris Johnson beat Jeremy Hunt during July to become the new leader of the Conservative Party and the UK’s new Prime Minister. The new Government’s harder-line approach to Brexit – and the increased prospect … Continue reading “Looking back at the markets through July”

Looking back at the markets through June

A selection of articles looking back through the markets last month. Brexit: no further forward   Global market review The third anniversary of the Brexit referendum came and went in June, and still the issue of Brexit remained up in the air. As the clock ticked towards the extended deadline of 31 October, the Conservative … Continue reading “Looking back at the markets through June”

Looking back at the markets through May

Although the US and China had been widely expected to agree a trade deal, US President Donald Trump instead confounded hopes by announcing that tariffs on over US$200 billion-worth of imports from China would increase from 10% to 25%.  In response, China raised tariffs on US$60 billion-worth of US goods. Share prices fell heavily in … Continue reading “Looking back at the markets through May”

Looking back at the markets through April

Brextension Having delayed Brexit from 29 March to 12 April, Prime Minister Theresa May agreed a new Brexit deadline of 31 October with EU leaders. As well as drawing out the uncertainty that has intensified over the last few months, this decision also means that the UK will have to take part in European Parliamentary … Continue reading “Looking back at the markets through April”

The Only Game in Town

The US stockmarkets were the only game in town in August. US stockmarkets provided the only positives in August posting another month of strong gains due to robust economic news-flow.  However, all other major global regions showed negative returns, with geopolitical issues and trade war concerns weighing on investor sentiment. The overall result was a … Continue reading “The Only Game in Town”

Walking on sunshine

Some key factors that have influenced investment markets in recent weeks are discussed below. A positive month for stockmarket investors. Having seen signs of investor nervousness in June, last month saw investors regain their appetite for risk, and it proved to be a sunny climate (matching the weather) for most global stockmarkets. The overall result … Continue reading “Walking on sunshine”

It’s Oh So Quiet…

Here are the key factors that Whitechurch Securities believe have influenced investment markets in recent weeks. Markets rose early in June only to fall back towards the end of the month as Central bankers took the limelight from politicians and investors moved into more of a risk-off mode. The Federal Reserve spooked investors with fears … Continue reading “It’s Oh So Quiet…”

War of Words

Global stockmarkets suffered another month of losses in March, with investors becoming unnerved by the potential fallout of an impending trade war. This has been instigated by President Trump expressing an intention to impose tariffs across a wide range of imports, with China the prime target. Given there tends to be no winners in a … Continue reading “War of Words”

Down But Not Out

February started where January left off – providing investors with a timely reminder that global markets fall quicker than they rise. Strong US employment numbers and evidence of wage growth fuelled investor concerns over inflation and the prospect of a more aggressive US interest rate cycle. This led to a sharp sell-off in equity markets … Continue reading “Down But Not Out”

Fed raises US rates once again

The US Federal Reserve (Fed) raised its key interest rate by 0.25 percentage points at its December meeting. It is one of Janet Yellen’s final major acts as head of the US central bank.  The Fed left its rate outlook for the coming years unchanged from its projections in September.  This is the fifth increase … Continue reading “Fed raises US rates once again”

Turbulence ahead: Politics is never far from the surface

November was a lacklustre month in terms of stock market returns. Japan and the US led the way with rises of 1.14% and 1.06% respectively, which resulted in the FTSE World index managing a rise of just 0.7%. Closer to home the FTSE All Share fell by 1.66%, as did Europe and Emerging markets which … Continue reading “Turbulence ahead: Politics is never far from the surface”