Regular fund performance reviews with market commentaries and outlooks

January 2020 - Commentary

The headlines


•Coronavirus fears impact markets...
•…US-Iran tension flares then fades…
• …concerns Italian coalition would collapse recede.

November 2019 - Commentary

The headlines


•US equities reached a new all-time high...
•…UK election polls pointed to a strong Tory majority…
• …The Bank of England left interest rates on hold.

October 2019 - Commentary

The headlines


•Halloween deadline passed without spooking markets
• …The Fed cut interest rates again…
• …and the ECB said arrivederci to Mario Draghi.

August 2019 - Commentary

The headlines


•Boris Johnson prorogues parliament
• …while trade war ‘flip-flopping’ continues…
• …and the US yield curve inverts!

July 2019 - Commentary

The headlines


•Boris Johnson moves into No.10...
• …Sending sterling further south…
• …While the US cuts interest rates…!

May 2019 - Commentary

The headlines


•Trump re-escalates trade wars
• …which de-escalates investor enthusiasm…
• …and opens the door to central bank support.

April 2019 - Commentary

The headlines


• Markets continued on the upward trend…
• …while ‘Brexit’ got pushed further out…
• …and the effects of China’s stimulus measures started to materialise

January 2019 - Commentary

The headlines


• The shutdown, the slowdown, the showdown…
• …prompted the Federal Reserve to make a U-turn…
• …and caused markets to have an upturn.

November 2018 - Commentary

The headlines


• Global equity markets rebounded…
• …with the help of dovish language from Powell…
• …while doubts increased about Theresa May’s Brexit deal

October 2018 - Commentary

The headlines


• The S&P came tumbling down…
• …as trade tensions ebbed and flowed…
• …while the EU rejects the Italian budget

August 2018 - Commentary

The headlines


• The S&P reaches all-time highs…
• …Argentinian interest rates at their highest in over a decade…
• …with the other emerging markets feeling the heat

July 2018 - Commentary

The headlines


• The weather was scorchio!…
• …heating up markets…
•…and attempting to mend many broken football dreams.

May 2018 - Commentary

The headlines


• The Italian government teeters…
• …much like in The Italian Job…
• …while other markets enjoy La Dolce Vita.

April 2018 - Commentary

The headlines


• As Spring finally arrived…
• … risk assets sprung into green…
• … while Koreans sprung into conciliatory action.

February 2018 - Commentary

The headlines


• Sharp drop in temperatures!
• Sharp drop in equity markets!
• … both recover.

January 2018 - Commentary

The headlines


• The new year brought us new highs in equities…
• … new lows in the US dollar…
• … and a new face in Davos.