Investment Updates

Regular investment updates and market views for private clients.

2019 | Market and Portfolio Updates

Market and Portfolio Update | October 2019

It is fair to say that it has been a strange summer. The Brexit proceedings have transcended farce. The Greek government is borrowing at cheaper rates than the US. Sterling strengthened on the hopes of a Corbyn government. President Trump labelled his own central banker as an enemy. The British government would collapse, if only…

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Market and Portfolio Update | July 2019

Investors have benefited from a further quarter of strong returns with the FTSE All Share index climbing by 3% and the MSCI World index surging 6.5% higher. This leaves most equity indices up well into double figures over the year so far. Bond markets also contributed to the quarter’s returns with the average UK government…

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Market and Portfolio Update | April 2019

Financial markets rebounded over the first quarter, recovering a large part of the losses suffered during the final quarter of last year. The FTSE All Share index closed the quarter up by 9.4% and similar returns were generated by other global stockmarkets. Remarkably, the returns from the gilt market were also high. At the beginning…

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Market and Portfolio Update | January 2019

“Britain can be cancelled, top EU lawyer says” – so blundered a headline writer on CNN’s website. However, it sometimes feels like it. A divided nation, a crippled Government and a Leader of the Opposition who transparently covets investors’ hard earned savings. It is perhaps not a surprise therefore that this has been the worst…

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