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Investment Commentary

Investment Bulletins

Coronavirus, Lockdowns and Stock Markets in Simple Numbers

Trying to get a handle on the economic numbers during this global pandemic is like trying to keep your focus on 20 different grains of sand whilst running along a beach. It all seems rather blurry, both the tiny details and the huge scale of it all are overwhelming, and never mind all that - you have enough to worry about just keeping going.

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Coronavirus – Impact on your Finances

When asked what we do as Financial Advisers, I occasionally explain that it is an ugly business - we deal with tax, death, disease and deferred gratification (we save tax, arrange life cover, disability cover and long-term investments).

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Stock Markets and the Electoral Cycle

There is a theory that stock markets react predictably to progress in elections. Usually, newly elected parties tackle the more painful issues early in their term in power, perhaps making cuts to spending and laying the ground for longer term policies.

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Monthly Market Commentary

November Market Commentary

The end of October brought plenty of bad news for Western economies as scientists stood in front of graphs and talked of ‘inexorable rises’ and ‘exponential increases.’ 

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October Market Commentary

September was a difficult month for world stock markets. It was one of those rare months when none of the markets we report on managed to gain any ground as fears of a second wave of the Covid-19 pandemic sparked a global sell-off in shares

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September Market Commentary

August used to be known as the ‘silly season’ – a phrase coined by the Times in 1861 to describe the lack of news in August and early September when parliament was in recess. 

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Market Updates

Market Map