Testing times

Another supposed make-or-break week for Brexit looms. With little more than two weeks to go to B-Day, the route forward is none the clearer. Tree diagrams are all the vogue … Read More

Looking on the bright side

Global equities edged higher last week – at least in local currency if not sterling terms due to a move up in the pound – continuing the rally of the … Read More

Spring has come too early

Global equities continued their recovery last week and are now up close to 13% from their low in sterling terms although are still some 5% below their 2018 high.  In … Read More

The recovery has continued

The recovery from last year’s equity market falls has largely continued led by the US which has seen a remarkable bounce of some 17% from the lows.  The pause in … Read More

So where do we go from here?

So where do we go from here?  It’s a good question and one that has many investors scratching their heads.  On the one hand, we have no really bad news.  … Read More

Patience is a virtue

The recovery in equities from their December low continued last week. Markets took comfort from a number of factors but the most important was the latest musings from the US … Read More

Repositioning Continues

The bounce back in global equity markets seems to have paused.  But this comes after an 11% recovery from the lows before Christmas which translated into 7% in sterling terms.  … Read More

Repositioning Portfolios

Global equities have not only recovered substantially from their lows last month but have now retraced half of their losses from the autumn of 2018.  The big question is, of … Read More

A lot Going on in the World

As we noted earlier this week, there is, as always, a lot going on in the world.  And much of it directly affects the thinking of investors.  At such times, … Read More

Investors Remain Discombobulated

Equity markets had a better performance last week, but investors remain somewhat discombobulated.  As expected, the newsflow remains mixed.  Stories of weakened Chinese trade combine with disappointment over European data … Read More