by martin robertson | May 15, 2020 | Investment Commentary
Risk assets recouped some of their losses in April on signs that the Covid-19 infection rate was levelling off. There were also signs that monetary and fiscal policies were beginning to have an impact, with the global economy beginning to gradually reopen. Global...
by martin robertson | Feb 17, 2020 | Investment Commentary
Although stock markets started 2020 in a euphoric mood with Phase 1 of the US-China trade deal and signs of economic stability in the eurozone and China boosting the outlook for global growth, any improvement is now likely to be delayed by coronavirus. Given the...
by martin robertson | Feb 4, 2020 | Investment Commentary
Global shares returned 3% in December and 9% over the final quarter although this was largely eroded by an 8% rise in sterling to $1.33 for UK-based investors. While the decisive Conservative election victory helped the FTSE 100 gain 196 points last month to 7,542,...
by martin robertson | Dec 18, 2019 | Investment Commentary
Monthly market commentary – December 2019 Risk assets continued to perform well in November and – having largely recovered from the late summer setback – are on track to record strong gains this year. The combination of supportive financial conditions, renewed central...
by martin robertson | Nov 12, 2019 | Investment Commentary
The possibility of a phased US/China trade deal, a third 0.25% cut in US interest rates and solid third quarter corporate results improved stock market sentiment in October and bond yields rebounded from multi-year lows. Wall Street rose 2% and pushed into new high...
by martin robertson | Sep 9, 2019 | Investment Commentary
Markets have been dominated by trade tensions between the US and China, weakening global growth and expectations of interest rate cuts. Investor demand for safe haven assets resulted in a further fall in bond yields, with long-term US bond yields dipping below...
