Looking on the Bright Side

Equity markets continued their upward march last week and global equities are now only a modest 2% or so below their highs last year. The US market has led the … Read More

Spring is in the Air

Equity markets ended March on a positive note and global equities returned a strong 12.3% in local currency terms over the first quarter as a whole. In sterling terms, the … Read More

Recession Fears Resurface

Equity markets started last week on a quiet note but ended on a sour one. The Fed meeting on Wednesday was the highlight and initially garnered a favourable reaction from … Read More

Who to believe – equities or bonds

Global equity markets recovered their poise last week, rising 2.5% in local currency terms and regaining their losses of the previous week and a bit more.  In sterling terms, however, … Read More

Testing times

Another supposed make-or-break week for Brexit looms. With little more than two weeks to go to B-Day, the route forward is none the clearer. Tree diagrams are all the vogue … Read More

Looking on the bright side

Global equities edged higher last week – at least in local currency if not sterling terms due to a move up in the pound – continuing the rally of the … Read More

Spring has come too early

Global equities continued their recovery last week and are now up close to 13% from their low in sterling terms although are still some 5% below their 2018 high.  In … Read More

The recovery has continued

The recovery from last year’s equity market falls has largely continued led by the US which has seen a remarkable bounce of some 17% from the lows.  The pause in … Read More

So where do we go from here?

So where do we go from here?  It’s a good question and one that has many investors scratching their heads.  On the one hand, we have no really bad news.  … Read More

Patience is a virtue

The recovery in equities from their December low continued last week. Markets took comfort from a number of factors but the most important was the latest musings from the US … Read More