Market Commentary

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Making sense of turbulent markets

16th August 2011 in Market Commentary

Julian Chillingworth, our Chief Investment Officer, examines the current economic climate and how the recent market turbulence affects our funds. Read more >>

Economic and market review for June 2011

14th July 2011 in Market Commentary

Key points for June 2011 Volatile month Worries over Greece dominate Relief rally closes period UK It would be fair to say that June was a time of mixed emotions. The month started with markets anxious about the possibility of a Greek default and ended buoyant, as Greece passed... Read more >>

Economic and Market Review for May 2011

24th June 2011 in Market Commentary
Fund manager

Key points for May 2011 Less positive for equity markets Concern over direction of global growth UK inflation higher and growth down UK Following the optimism of April, May was a less positive month for equity markets. Volumes were higher, although the old adage of ‘sel... Read more >>

Economic and Market Review for April 2011

20th May 2011 in Market Commentary

Key points for April 2011 Renewed interest in UK equities Investors rein in interest rate expectation in UK Global markets flat UK April was a positive month for UK equities. Volumes were low, but this might have been due to the number of public holidays we all enjoy... Read more >>

Economic and Market Review for March 2011

20th April 2011 in Market Commentary

Key points for March 2011 Catastrophe in Japan sparks mid-month sell-off. Unrest continues in the Middle East and North Africa (MENA) regions. UK Budget yields few surprises. Increased strain on European debt. UK Market volumes remained muted over the month, desp... Read more >>

Economic and Market Review for February 2011

15th March 2011 in Market Commentary

Key points for February 2011 Protests in MENA region Safe-haven buying of government bonds Higher inflation in the UK Continuation of European debt crisis UK UK equities rose modestly in an uncertain environment, although uncertainty remained over the direction... Read more >>

Economic and Market Review for January 2011

15th February 2011 in Market Commentary

Key points for January 2011 Year kicks off in bullish mood Geopolitical risk back in on the agenda Inflation increasingly a problem Flight to quality anticipated UK The start of the year saw a sideways market, following a strong end to 2010. Fourth quarter GDP di... Read more >>