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 –...
by martin robertson | Apr 7, 2017 | Investment Commentary
The modest acceleration in global economic growth that started last autumn continued in the first quarter but – as buoyant sentiment measures are probably over-stating the upturn – real GDP growth estimates of 2.8% this year and 3.2% in 2018 are unchanged....
by admin | Mar 8, 2017 | Investment Commentary
Financial assets made broad-based gains in February. The S&P 500 reached a new all-time high closing up 85 at 2,363 while the narrowly based Dow Jones gained nearly 5%. The FTSE100 and Eurofirst 300 indices rose similar amounts in local currency terms adding 164...
by admin | Mar 8, 2017 | Investment Commentary
The flurry of populist policy initiatives following President Trump’s inauguration caught financial markets off guard and heightened uncertainty in key economic areas – including trade and taxation. Although US markets made further modest gains in January – the...
