Category: Investment Outlook
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...
Investment perspectives for different Brexit outcomes
18 February 2019After another week of fairly positive market action, the pattern of last year’s global stock market sell-off and ongoing recovery this year is beginning to look more and more like the previous correction episodes of 2013 and...
Is 2019’s market recovery beginning to stutter?
8 February 2019After one of the worst Decembers for global investors since the Great Depression, followed by the best January since 1987, February has started not too badly for investors. While up overall, the 7th week of the 2019 stock market...