Movin’ On Up

For UK investors all eyes were on the General Election in June, but despite the surprise result, markets took it in their stride. Of more interest to us, than the ongoing domestic political noise, has been the move of Central Banks over the month towards tightening monetary policy. In the US, the Federal Reserve raised … Continue reading “Movin’ On Up”

Should I Stay Or Should I Go?

Investment sentiment continued to be dominated by political noise over the past month, with the French Presidential Election and Theresa May’s calling of a snap UK General Election taking over the front-page headlines from Trump and Brexit. The overall effect of the news-flow proved positive for global stockmarkets and the MSCI World index increased by … Continue reading “Should I Stay Or Should I Go?”

The Times They Are A Changin’…

It was a strange month for global stockmarkets, as March proved not too dissimilar to February in its outcome. With the exception of the US and Japan, which generally moved sideways, most equity markets moved higher. However, this was also echoed by government bond markets, with yields narrowing as investor ebullience over the Trump-driven reflation … Continue reading “The Times They Are A Changin’…”

The Only Way Is Up…

February was a month of  universal price rises across Developed Market equities, higher risk Emerging Market benchmarks as well as safe havens such as lower risk bond markets and gold – making it difficult to see what was the key themes motivating investors. Surely something has to give? On one hand for equity markets it … Continue reading “The Only Way Is Up…”

Year of the (man sized) rooster

January saw the start of the Chinese New Year, marking the Year of the Rooster. Known for his crowing and tweeting, Donald Trump spent the month bringing a few policy chickens home to roost. Not least with his immigration ban which has led to some universal protestation.  Such politicking certainly influenced markets and currencies but … Continue reading “Year of the (man sized) rooster”