Market Overview – 5th July 2023 to 5th October 2023.

Market Overview – 5th July 2023 to 5th October 2023.

8th November 2023

We fully appreciate that your view on financial markets over the pasts few years would probably contain so many expletives it would be unprintable. In fact, it is pointless trying to sugar-coat it: the past couple of years have been rough for both equity and fixed-interest markets.

Market Overview – 5th January 2023 to 5th April 2023.

Market Overview – 5th January 2023 to 5th April 2023.

31st May 2023

At the start of the year, we thought the dominating focus for financial markets would be inflation and the economic reopening of China following the lifting of coronavirus restrictions - but as

Market Overview – 5th October 2022 to 5th January 2023.

Market Overview – 5th October 2022 to 5th January 2023.

22nd February 2023

Despite the fact that the valuation period (5 October 2022 – 5 January 2023) was marginally positive for financial markets, we are grateful the curtain has finally come down on 2022.

Market Overview – 5th July 2022 to 5th October 2022.

Market Overview – 5th July 2022 to 5th October 2022.

2nd November 2022

If we take a look back at the early nineties; between October 1993 and November 1994, the yield on US 10-year Treasuries climbed by 2.87% from 5.16% to just over 8.03% in what was dubbed the “Great Bond Massacre.”

Market Overview – 5th April 2022 to 5th July 2022.

Market Overview – 5th April 2022 to 5th July 2022.

31st August 2022

Over the last valuation period, the dreadful war in Ukraine and its consequences have exacerbated inflationary pressures and resulted in a cavalcade of hawkish central bank comments, as global equity markets sold-off.

Market Overview – 5th January 2022 to 5th April 2022.

Market Overview – 5th January 2022 to 5th April 2022.

23rd May 2022

We’d like to start by saying we condemn the invasion of Ukraine and our thoughts are with those affected. We are extremely grateful for your continued trust, and appreciate that the past quarter may have been challenging in terms of upsetting news headlines and heightened market volatility.

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