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Global Market Commentary – March 2024

STOCKS BEGIN TO MOTOR -
In June 2023 we asked whether a new bull market had begun. Nine months later, we have our answer. The MSCI World index moved to new all-time highs in February. The US and Japanese stock markets have led the way, while others are yet to catch up - including the UK’s.

Global Market Commentary – 2 February 2024

A Steady Start to 2024 -
The year has begun on a tentative footing following the excesses of November and December, when asset prices galloped higher. Investors have paused to reflect on the ‘wall of worry’ that is said to accompany most bull markets. 

Crypto asset holders urged to use the HMRC disclosure scheme

In November 2023, HMRC launched a new voluntary disclosure route to allow individuals with undeclared capital gains tax (CGT)…

Global Market Commentary – New Year’s Review

Investors enter 2024 with optimism -
Global stocks closed 2023 with their fourth largest annual return of the last twenty years. But those gains mostly came from a narrow group. The seven largest companies in the US - Apple, Microsoft, Google, Amazon, Nvidia, Facebook & Tesla – returned a colossal 111% on average.

Global Market Commentary – November 2023

Last month we said ‘the key economic indicators could prove not too hot, nor too cold, but just about right for investors to feel comfortable’. There can certainly be no doubt about the stock market’s favourite fairy tale after November’s gains: Goldilocks wins, hands down. With inflation cooling rapidly and GDP and employment figures remaining stable on both sides of the Atlantic, the stock market has shaken off the bears and moved markedly higher.

Successful first Rural Seminar

Last Wednesday night (1 November) we held the first of two autumn Rural Seminars. Our first seminar hosted by our…

Global Market Commentary – October 2023

October was another difficult month for investors - the culmination of three consecutive months where stocks and bonds have declined together. However, the US and UK central banks provided “dovish” statements on November 1st and 2nd, stating policy is adequately restrictive in light of slowing inflation. Markets are now forecasting that further interest rate hikes are highly unlikely and have entered the new month on a positive note.

Rural Seminar with Womble Bond Dickinson and GSC Grays

21 November 2023

Rural Seminar with Galbraith & Turcan Connell

1 November 2023

Global Market Commentary – September 2023

The first half of 2023 produced good returns from overseas stock markets, as most economies proved more resilient than expected, despite forecasts of a recession at the beginning of the year. As the second half of 2023 progresses, those gains are being given back as higher interest rates and rising oil prices are taking their toll once again.

MGTS Qualis Fund Launch

We are delighted to introduce GWA Asset Management Ltd (GWAAM), a wholly owned subsidiary of Greaves West & Ayre. GWAAM is the appointed investment manager of the MGTS Qualis fund range, which has been created in conjunction with the Authorised Corporate Director Margetts.

Global Market Commentary June 2023

The first half of 2023 has flown past with a number of stock markets recovering strongly following a poor 2022.