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…
Performance and Market Updates
Monthly Performance Update July 2020
3rd July 2020
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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…
Monthly Performance Update May 2020
6th 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…
Coronavirus Market Update 6
28th April 2020
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…