Monthly Performance Update August 2020
4th August 2020
There are so many headline grabbing statistics in these strangest of times that it is hard to know what to focus on. Let us start though with the…
IBOSS updates
Monthly Performance Update August 2020
4th August 2020
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The Ongoing Risks of Overreaching for Yield
27th July 2020
In prior updates we had spoken at length about the inherent risks of overreaching for yield and the potential impact reaching for yield can have on a portfolio’s…
Monthly Performance Update July 2020
3rd July 2020
Against a backdrop of a continuing global pandemic, trade spats, renewed regional conflicts and record-breaking collapses in GDP, we saw the best UK and Asian quarterly performance since…
Market Update
17th June 2020
Sunday evening through Monday morning saw equity markets falling fast on fears of an apparent second wave of Covid-19 in China and a continuation of the first wave…
Areas of Relative Opportunity & Risk
17th June 2020
Equity Overview The valuations of global equities have changed dramatically since the start of the year following coronavirus drawdown. The chart below demonstrates the Cyclically Adjusted Price Earnings…
Monthly Performance Update June 2020
4th June 2020
May saw the continuation of the very strong rebound from the March equity lows. The markets over the recent past are again characterised by bad news being dismissed…