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...
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%...
