by martin robertson | Aug 13, 2019 | Investment Commentary
Central banks are easing monetary policy once again. Bond investors see this as pre-emptive action ahead of a global economic slowdown, perhaps even recession, whereas equity investors anticipate this will fuel a pick-up in corporate profitability by boosting GDP...
by martin robertson | Jul 23, 2019 | Investment Commentary
Signs of a breakthrough on the US/China trade impasse and expectations for lower interest rates resulted in many equity markets ending the second quarter at or near all-time highs. Wall Street led the way with a rise of almost 4% followed by the eurozone and Japan....
by martin robertson | Jun 10, 2019 | Investment Commentary
After the strong start to the year, renewed trade tensions and weaker manufacturing data saw profit-taking in May as investors adopted a more cautious stance. The FTSE 100 fell 257 (3%) to 7,161 while Europe ex UK was down 5% in local currency terms, Wall Street 6%...
by martin robertson | May 13, 2019 | Investment Commentary
Major stock markets gained between 2% and 4% in April. Better than expected economic news and first quarter corporate results helped Wall Street to a new all-time high. Returns for sterling-based investors were boosted by the dollar strengthening to $1.29 as the...
by martin robertson | Mar 15, 2019 | Investment Commentary
Risk assets recovered strongly in January and – although not recouping all their fourth quarter losses – recorded positive returns. With global economic growth continuing to slow, markets were reassured by the Federal Reserve’s signal that US interest rate rises were...
by martin robertson | Feb 8, 2019 | Investment Commentary
Risk assets recovered strongly in January and – although not recouping all their fourth quarter losses – recorded positive returns. With global economic growth continuing to slow, markets were reassured by the Federal Reserve’s signal that US interest rate rises were...
