Investment Updates ARCHIVE

This month’s update focuses primarily on Donald Trump’s victory in the US presidential election and what this might mean for markets.  

This month contains an in-depth look at the points of the recent UK Budget which are likely to affect our clients. We also summarise another good

Whilst growth stocks defined the early parts of the year, the third quarter saw a rotation into value. Lower risk was in favour again early in

August began with a sharp market drop following market concerns over a possible US recession and investor fears that the large and mega-cap tech

July was a quiet month for market news, with the biggest stories being election results in the UK and France and Joe Biden’s withdrawal from

Markets saw a modest gain in June, continuing the positive growth of 2024, albeit at a slower pace than earlier in the year. The MSCI World Index

May saw a rebound in stock markets as economic data, particularly out of the US, suggested a slowdown, and markets had digested their revised

April was the first negative month of the year, with the MSCI World Index falling 3.85% following an excellent Q1.

The S&P 500 closed at a record high 22 times during the first quarter for a total gain of more than 10%. The MSCI World Index also grew 3.3% in

Stock markets maintained robust performance throughout February, with the MSCI World Index gaining an additional 4% for the month. This brought its

January began bumpy as investors assessed prospects for 2024 following a strong 2023. Following this, markets closed the month up as confidence

December saw a strong end to the year, with all sectors up and the MSCI World Index finishing with a 22.2% gain in US dollar terms. The Nasdaq 100

Markets staged a strong recovery in November, with the “Santa rally” coming early this year.

October saw another decline in global markets as the “higher for longer narrative” sank in with investors, bond yields surged, and a new war

In September, global stock markets declined for the second consecutive month as investors assessed mixed economic data and the ongoing “higher for

Markets experienced a decline in August, but a month-end rebound helped mitigate the impact. Traditionally, August and September are challenging

July was a relatively quiet month for markets, although gains were extended for the fifth consecutive month as we continue to see a rally from the

May was a month characterised by concerns over a possible catastrophic US default on its debt obligations, with markets waiting to see if a

April was another positive month for equity markets, with the S&P 500 gaining 1.5% for its second consecutive monthly rise. However, mixed

The biggest news from March was the troubles in the banking sector, and we covered the immediate aftermath of the collapse of SVB in the middle of

The Noise The Bank of England raised UK interest rates by 0.5% to 4%, signalling that rates may now be nearing their peak.

2022 was an unprecedented year for markets, with both bonds and equities recording substantial losses at the same time. UK government bonds ended the