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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.

Global Market Commentary – August 2023

Most of August felt like a return to 2022, with the US Dollar Index strengthening considerably (+4%) and signaling a risk-off move which has seen stocks and bonds decline together. However, the final few trading days saw material gains as inflation, employment and savings data suggested the overheating US economy may be cooling down. Investors are keen to see the end of interest rate hikes and a return to stable financial conditions.

Global Markets Performance Update 2022 Quarter 4

In what was a poor year for investors, the fourth quarter saw gains for stock markets led by Asian and European markets. Read more of our investment insights for the last quarter of 2022.

Global Markets Performance Update 2022 Quarter 3

Against a backdrop of slow global growth, stubbornly high inflation, rising interest rates and growing geo-political tensions, markets continued to perform poorly in Quarter 3.

Global Markets Performance Update First Half 2022

The year so far has been tough, certainly one that will have tested the stamina of many investors. Our summary of 2022 provides an overview of markets so far.

Webinar Recording: What you need to know about inheritance

Our latest webinar recording suggests it's never too early to discuss inheritance and with inflation and the cost of living dominating headlines we also provide an information update on the markets.

Global Markets Performance Update 2022 Quarter 1

The first Quarter of 2022 was dominated by the invasion of Ukraine continuing the market's rollercoaster ride.

The Impact of the Russia/Ukraine Conflict upon Investment Markets

The Russian invasion of Ukraine is deeply concerning on many levels, creating the largest humanitarian crisis in Europe for decades. Growing sanctions against Russia is adding to market volatility. Looking after our clients' investments is our highest priority.

Global Markets Performance Update – 2021 Quarter 4

Despite the rapid spread of the new Omicron variant, the final quarter of 2021 was a positive one for those investors with well-diversified portfolios.

Global Markets Performance Update – 2021 Quarter 3

Despite a fairly strong start, the third quarter of 2021 has been a bit more challenging for investors, particularly during the last month.

Putting Your Money Where Your Morals Are

We take a look at the options and also the misconceptions around ethical investing.

Webinar Recording: Will I have enough money to retire?

In this webinar we will explain, using some some simple software, how easy planning for the future can be.