Market Update | A Pivotal Week
8th November 2022
Last week proved a mixed affair for equity markets. Global equities ended down 1.2% in local currency terms but up 1.4% in sterling terms. There was also a…
Author: Chris Metcalfe
Market Update | A Pivotal Week
8th November 2022
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Market Update | FAANGs Are Out
31st October 2022
UK assets had a good week, with a further reversal of the sell-off caused by the mini-budget. The pound rose 3.8% against the dollar and is now back…
Market Update | Are We Nearly There Yet?
17th October 2022
The most significant factor driving asset prices over the last three months has been stubbornly high and, in many cases, still rising inflation. In fact, US Core inflation…
Intra-Quarter Fund Changes
27th September 2022
Most fund changes made to the IBOSS portfolios are effective from the first day of August, November, February and May. There are times, however, when we feel it…
Why China, Why Now?
27th September 2022
China has investors scratching their heads. Is it better to sit it out, or are valuations so low as to make it an opportunity not to be missed?…
Market Update | The Emergence of New Winners
20th September 2022
During August, equity returns were broadly positive, with the outperformers being several emerging markets, most noticeably Latin America and India. In contrast, the two most significant underperformers, which…