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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

January Market Commentary

2020 has been a year like no other, and yet – as we will see below – the majority of world stock markets have enjoyed a good year. It was also a good year for Joe Biden, who defeated Donald Trump in November’s Presidential election, and for supporters of Brexit. 

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December Market Commentary

Is the end of November a time to celebrate? All the stock markets we cover in the Bulletin made significant gains in the month; the UK’s second national lockdown ends this week and, as we write, Christmas is a little over three weeks away. 

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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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Market Updates

Market Map