Category: Investment Outlook
Central banks disappoint expectations
3 May 2019Last week we wrote that stock markets faced being challenged by the decline of a number of stimulating aspects that had been regularly named as the drivers of the 2019 recovery. The most crucial one being central banks’ assurances...
Waning market stimuli put stock markets on notice
26 April 2019A pleasant Easter break has been followed by new highs for US equity indices. And yet, it has been a less comfortable week for professional investors. The tailwinds blowing the 2019 stock market bounce-back are waning. Rebounding...
Spring time from here?
18 April 2019It is quite incredible how much investor sentiment has changed over the past 4 months. At Christmas, equity markets had suffered a decline from their September highs, which had many market commentators suggesting that the end...
Brexit in-limbo aside, sentiment is improving
12 April 2019Even though our prediction that Brexit would neither happen on 29 March nor 12 April has turned into reality, there seems little point in celebrating. Yes, the immediate threat of a cycle-ending shock event to the pan-European...
Choppy bull market
8 April 2019Frustrating political divisions have drowned out the 10th anniversary of what many have called the most unloved equity bull market in history. Broad based equity market investors (those who held their nerve) have enjoyed annualised...
29 March 2019 – quarter end
1 April 2019The vexed date has come and gone, as we had suggested, but not quite in the manner we had expected. While the population widely blames Parliament and the political class in general for the Brexit execution debacle, MPs are just...
Brinkmanship and extensions
25 March 2019Every few months, I spend a few days of the week travelling across the UK with Tatton’s relationship management team updating regional gatherings of financial advisers. This time around, it was not surprising to find most of...
Bits & pieces
15 March 2019The febrile state of UK politics and its journalists might get you thinking that the UK markets were expiring as fast as the Brexit deadline. Certainly, there’s been a bit of to-ing and fro-ing in the currency market although...
ECB stimulus U-turn leaves markets unimpressed
11 March 2019Last week, we wrote about the impressive 25% market recovery the Chinese stock market had witnessed since the beginning of the year. This week, the Chinese leadership demonstrated that it dislikes stock market exuberance at least...
£-Sterling ‘applauds’ prospect of Brexit delay
4 March 2019The last week of February was void of significant economic or monetary market drivers, which left global investors to observe the political news-flow. The US President and UK’s Theresa May were therefore quickly identified as...