Economic Commentary – March 2017

April 21st, 2017, by Georgina Ogilvie-Jones

The FTSE 100 made some headway in March, despite volatility along the way, finishing the month at 7,327, having started the year at 7,142. Our more defensively positioned UK equity income fund choices outperformed the market in March with many… Read More…

Market Monitor – March 2017

April 13th, 2017, by Georgina Ogilvie-Jones

Global equity markets generally had a positive first quarter, despite political risks and the absence of any particular improvement in fundamental data. Currency continued to be a major influence on returns. The FTSE 100 has a total return of 3.6%… Read More…

Economic Commentary – February 2017

March 15th, 2017, by Georgina Ogilvie-Jones

Markets have continued their general upward trend in 2017. After falling slightly in January, February saw the FTSE 100 index make headway once again, ending the month at 7,374. At a global level, equity prices remain elevated, with all of… Read More…

Market Monitor – February 2017

March 8th, 2017, by Georgina Ogilvie-Jones

Global equity markets saw positive returns in general in the last month. The FTSE 100 had a total return of 3%. The S&P 500 was up 5% in Sterling terms and 3.9% in US Dollar terms. At present Sterling-based investors… Read More…

ISA Investment Options – 2017 Update

February 22nd, 2017, by Laura McLean

In our last ISA summary we outlined the different ways in which ISAs had become more flexible, including the introduction of Help to Buy ISAs to assist first time property buyers, ‘Flexible’ ISAs (where any withdrawal can be replaced within… Read More…

Market Monitor – January 2017

February 14th, 2017, by Georgina Ogilvie-Jones

Despite an extraordinary start to the year where the FTSE 100 index hit a new high on each of the first 12 trading days of the year, the index ultimately lost 0.57% in January. European markets also had a lack… Read More…

Economic Commentary – January 2017

February 14th, 2017, by Georgina Ogilvie-Jones

The major US benchmarks reached new highs in January 2017, whilst an extraordinary situation arose in the UK whereby a new high was reached on each one of the first 12 trading days of the New Year, although the momentum… Read More…

Market Monitor – December 2016

January 11th, 2017, by Georgina Ogilvie-Jones

2016 was a mixed year for global equity markets and many were surprised with the resilience shown after the UK EU Referendum and the US presidential election result. In local currency terms, US and UK markets are significantly ahead of… Read More…

Economic Commentary – December 2016

January 6th, 2017, by Georgina Ogilvie-Jones

The FTSE 100 ended 2016 at a record high of 7,142 having started the year at 6,242. The index provided a total return of 19% in 2016. Sector performance was very polarised by the end of the year. Brent crude… Read More…

Economic Commentary – November 2016

December 15th, 2016, by Georgina Ogilvie-Jones

The FTSE 100 started the year at 6,242, by the end of September it was 6,899, and having reached a new intraday high of 7,129 on 11 October, ended the month of November at 6,784. Following the US Election result,… Read More…

Market Monitor – November 2016

December 14th, 2016, by Georgina Ogilvie-Jones

During 2016 market sentiment has rapidly shifted from a pessimistic outlook based around views of deflation, stagnation and weak recovery to highly optimistic expectations of growth acceleration driven by fiscal policy and infrastructure investment. Bond markets have seen significant capital… Read More…

The Impact of the US Election Result on Financial Markets

December 2nd, 2016, by Georgina Ogilvie-Jones

Initial equity market response to the election of Donald Trump has been based on sentiment rather than facts and much uncertainty remains about the specific policies that will follow. Nevertheless, the reaction has been generally positive. Markets are being driven… Read More…

US Presidential Election – Initial Thoughts

November 9th, 2016, by Georgina Ogilvie-Jones

Markets are likely to be unsettled following Donald Trump’s victory in the US Presidential election. The FTSE 100 opened at 6,843 and dipped briefly below 6,700 in early trading this morning but has since stabilised. We are not short term… Read More…

Economic Commentary – October 2016

November 8th, 2016, by Georgina Ogilvie-Jones

The FTSE 100 started the year at 6,242, by the end of September it was 6,899, and having reached a new intraday high of 7,129 on 11 October, ended the month at 6,954. At the aggregate level corporate earnings are… Read More…

Market Monitor – October 2016

November 2nd, 2016, by Georgina Ogilvie-Jones

Equity markets made some headway in Sterling terms in October. The FTSE 100 hit a record high during the month, fuelled by currency weakness and quantitative easing rather than any improvement in fundamentals. Returns were more muted by the end… Read More…