Interim Market Updates

Interim Investment Update- May 2023
Introduction…….. Q2…. As We Move to Peak Interest Rates… A Robust and Resilient World Economy… As we make our way through the second quarter, US

Interim Investment Update- February 2023
Introduction…….. A Change in Mood Music? As we move through Q1, it would appear that 2023 is poised to potentially reverse many of the trends

Interim Investment Update- November & December 2022
Introduction…….. Since we released our Q3 Investment Update in October we have seen equity markets rally and bonds trade flat to slightly higher. Europe’s EuroStoxx50

Interim Investment Update- June 2022
Introduction…….. We have seen significant movements in equities year-to-date, with strong commodity price movements, some company earning weaknesses, the ongoing war in Ukraine, and further

Interim Investment Update- February 2022
Introduction…….. Two volatile months into 2022 and already investment themes are indicating that markets will have some new factors to focus on over the coming

Interim Investment Update- December 2021
Introduction…….. Since we released our Q3 Investment Update at the beginning of October, risk assets have rallied fairly convincingly, with the main equity indices around

Interim Investment Update- September 2021
Introduction…….. Since we released our Half-Year Investment Review & Outlook back in July, we have seen most of the main global equity indices continue to

Interim Investment Update- June 2021
Introduction…….. Markets in general have been relatively subdued over the past month, with the main equity indices either side of the Atlantic grinding slowly higher,

Interim Investment Update- May 2021
The last month has been relatively quiet for financial markets, as volatility rests near 15-month lows, as the western world prepares for the highly anticipated

Interim Investment Update - February 2021
Since our 2021 investment outlook in January, equity markets, depending on the region, have traded flat to slightly higher. While this was not a completely

Interim Investment Update - October & November 2020
A Time to Heal…. Over the past month or so, we have seen investor sentiment swing down and then up, with relatively large market moves

Interim Investment Update - July & August 2020
Intro As we edge towards the end of the most highly anticipated earnings season since the Great Financial Crisis, volatility and daily traded volumes have

Interim Investment Update - May 2020
Summary Overall, we are now seeing economies slowly starting to get back on their feet. This is looking to be a real positive as we

Interim Investment Update - April 2020
Summary After seeing a severe shock in March, equities have rebounded strongly in April and into the start of May. We are over a month