by martin robertson | Oct 9, 2017 | Investment Commentary
Synchronised global growth, low inflation, favourable financial conditions and higher corporate profits have supported risk assets for much of 2017. The linear rise on the S&P 500 continued in September with the index gaining 48 to close at an all-time high of...
by martin robertson | Sep 12, 2017 | Investment Commentary
The synchronised global expansion continued in August despite increasing tension between North Korea and the US. Most financial markets regained their composure by month end with the FTSE100 gaining 59 to 7,430. The S&P 500 was unchanged at 2,471 – the narrower...
by martin robertson | Aug 9, 2017 | Investment Commentary
Risk assets produced a mixed performance regionally in July. Helped by a weaker dollar, the S&P 500 gained 47 to 2,470 with the Dow Jones Industrial breaking through 22,000 in early August. The FTSE100 rose 59 to 7,372 while there was an even stronger upward...
by martin robertson | Jul 7, 2017 | Investment Commentary
Equity markets in the US, Japan and Asia made further progress in June although European equities gave back some of their previous gains. For sterling-based investors, dollar weakness meant global returns were marginally negative. The broadly based S&P 500 gained...
by martin robertson | Jun 9, 2017 | Investment Commentary
After seven weeks of campaigning and two electioneering suspensions, due to the tragic Manchester and London terror attacks, the jury – in the form of the electorate – has delivered its verdict. After a tense night, the Conservative Party has emerged as the largest...
by martin robertson | May 11, 2017 | Investment Commentary
Financial markets consolidated in April with mixed results across regional equities and small positive returns for fixed interest – notably, for UK investors, index-linked gilts. While the S&P 500 rose 21 to 2,384 and the FTSEurofirst 16 to 1,519 –...
