Monthly Report

Market Insights “In investing, what is comfortable is rarely profitable.” – Robert Arnott Global Market Overview Strong economic data came through during August, though much of the developed world appears...

Market Insights “Buy good companies, don’t overpay and do nothing.” – Terry Smith, Fundsmith CEO & Founder Global Market Overview The global economic recovery continued in July, with the vaccine...

Market Insights “It isn’t growth versus value, it isn’t the level of markets, it isn’t the economic growth rate in 2021 or the progress of the pandemic, but it is...

Market Insights Global Market Overview In April, expectations for spectacular economic growth turned from forecast to fact, as the reopening of economies lifted developed market economic data. Markets spent much...

Market Insights Global Market Overview – 1st Quarter 2021 The first quarter of the year was dominated by rising bond yields and a value-led equity market rally. The two key...

Market Insights Global Market Overview The drop in infections and the rapid vaccination rollout continued to drive markets higher in February. The UK and US are progressing well with their...

Global Market Overview Market Insights Whilst first-quarter global growth will be at best sluggish, reflecting the recent wave of the virus in the US and Europe, market participants are looking...

Market Insights Global Market Overview – 4th Quarter 2020 So, it’s finally over... 2020 will likely go down in the history books as one not to be repeated. It started...

Market Insights Global Market Overview A look back at markets in November, in which stocks made record gains amid a decisive outcome in the US election and several successful Covid-19...

Market Insights Global Market Overview During October financial markets were fairly unrewarding for investors, with equities, in particular, coming under pressure towards the latter stages of the month. Fixed income...