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...
by martin robertson | Nov 14, 2018 | Investment Commentary
While rising interest rates, the ending of “cheap money” and a maturing economic cycle have been evident for some time, these factors – combined with growing uncertainty on US/China trade tariffs, the Brexit stalemate, slowing growth in China, Italy’s budget deficit...
by martin robertson | Oct 9, 2018 | Investment Commentary
Strong global growth, particularly in the US, subdued inflation and accommodative monetary policy remain a supportive backdrop for risk assets. However, over the summer growth momentum has eased – which is characteristic of a maturing economic cycle – and...
by martin robertson | Aug 10, 2018 | Investment Commentary
July was a good month for international equity markets as strong global economic and corporate profit growth outweighed the escalating trade tensions. In local currency terms, the US market was the best performing, with the S&P 500 gaining 98 points to 2,816,...
