April Market Commentary

April Market Commentary

April was the first negative month of the year. Stubbornly high inflation readings weighed on markets as the prospect of cuts to interest rates weakened, with most now expecting that they will not happen until the back end of the year, if at all, during 2024.

March Market Commentary

March Market Commentary

Markets were subdued for the beginning of March, with an eye to inflation data and central bank policy decisions, but ended the month optimistic of rate cuts to come later this year, even if fewer in number than had been hoped for in last year’s projections.

February Market Commentary

February Market Commentary

Stock markets maintained robust performance throughout February, with the MSCI World Index gaining an additional 4% for the month. This brought its year-to-date performance to a positive 5.3% return.

October Market Commentary

October Market Commentary

In this update, we will review the latest news on inflation and interest rates and explain how the recent market falls create opportunities for investors in both traditional and alternative asset classes.

May Market Commentary

May Market Commentary

May was a month characterised by concerns over a possible catastrophic US default on its debt obligations, with markets waiting to see if a bipartisan deal could be reached on the debt ceiling and pass through Congress before the end of the month.