Performance and Market Updates

IBOSS Performance July 2020 Monthly Performance Update 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…

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IBOSS Market Update 16/06/2020 Market Update

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…

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IBOSS investing areas for opportunity and risk Areas of Relative Opportunity & Risk

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…

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IBOSS Performance June 2020 Monthly Performance Update 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…

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IBOSS Performance May 2020 Monthly Performance Update May 2020

Pretty much every global equity market saw a strong bounce in April as some of the absolute worst-case Covid-19 scenarios appeared less likely. The trifecta of better news…

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IBOSS Coronavirus Market Update 6 Coronavirus Market Update 6

Winners, Losers and Opportunities Economist Doctor Pippa Malmgren made the analogy between COVID-19 patients and areas of the economy, to identify which investments had out or underperformed. I…

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