Newsletters
Quarterly Newsletter - Spring 2019
As we reported in our Winter Newsletter, the fourth quarter of 2018, and December in particular, represented a trying time for investors with markets around the globe falling in unison and news channels reporting the ‘worst December on Wall Street since the Depression’. The simple assignment of an arbitrary cut-off date in the calendar on which to base such doom and gloom is rather contrived...read more
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Quarterly Newsletter - Winter 2019
Traditionally at this time of year it is our practice to look at what has gone before. Quite frankly, 2018 was volatile and difficult!A year ago, in January 2018, we expressed surprise that despite all the worrying news during 2017, events had failed to negatively affect the stock markets in any significant way. Indeed, markets had been uncharacteristically calm with minimal bouts of unsettl...read more
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Quarterly Newsletter - Autumn 2018
Markets It is quite common when compiling these commentaries to find a familiar range of issues impacting on the day-to-day market conditions. We have talked before about the perennial problems in the Middle East and Korea, the tribulations within the periphery of the Eurozone and, ad nauseam, the negotiations over Brexit. In the last Newsletter we added a further ingredient, the advent of a tra...read more
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Quarterly Newsletter - Summer 2018
The Markets
In contrast to the market calm and momentum-driven gains in 2017, the first half of this year has seen a return to more ‘normal’ levels of volatility with markets actually responding to potentially disruptive news flow rather than treating such factors with indifference.
There has, as always, been an abundance of geopolitical issues to attract attention – the bombing of ...read more
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