Market Commentaries are a collection of monthly comments and analysis of the bond and equity markets and includes a summary or overview of economic data being released, global market news, commodities, and market performance by index returns.

Market Commentary October 2020

Market Commentary October 2020

James Shenton | 31 October 2020

Equity markets moved lower in October as a resurgence of COVID-19 in Europe and the uncertainty surrounding the US elections spooked investors. The FTSE All Share fell 3.8% in the month, while the S&P 500 was down 2.8% and MSCI Europe ex UK off 5....

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Market Commentary September 2020

Market Commentary September 2020

James Shenton | 30 September 2020

After a summer of buoyant equity and fixed income markets, the investment tone was more subdued in September, with both the FTSE and S&P 500 recording losses in the month.Drivers of investor sentiment in the month included rising COVID-19 cases, l...

Read More Market Commentary September 2020
Market Commentary August 2020

Market Commentary August 2020

James Shenton | 30 August 2020

August proved to be another exceptionally strong month for risk assets. Equities registered almost daily gains in the month and brought global stock indices back to their all-time highs. As has been the case since the March lows, a combination of ...

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Market Commentary July 2020

Market Commentary July 2020

James Shenton | 30 July 2020

Financial markets endured another choppy month with steep declines recorded by sections of the UK equity market, while emerging market stocks made decent gains. As has been the case for the majority of 2020, COVID-19 dominated newsflow; the pace o...

Read More Market Commentary July 2020
Market Commentary June 2020

Market Commentary June 2020

James Shenton | 30 June 2020

As we close out the second quarter of a turbulent 2020, the resilience of the financial markets has surprised many investors in the second quarter and June proved to be another month which rewarded risk taking.Equities rose across the emerging and...

Read More Market Commentary June 2020
Market Commentary May 2020

Market Commentary May 2020

James Shenton | 31 May 2020

May was another good month for risk assets as the COVID-19 infection rate fell across most of the developed world.Economic activity over the past month suggests that the second quarter will be worse than the first but investors are looking ahead t...

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Market Commentary April 2020

Market Commentary April 2020

James Shenton | 30 April 2020

After the severe falls across risk assets in March, markets rebounded strongly in April. COVID-19 continued to spread across the world, and revenues generated by businesses across large swathes of the economy plummeted to zero as governments enfor...

Read More Market Commentary April 2020
Market Commentary March 2020

Market Commentary March 2020

James Shenton | 19 March 2020

Before we attempt to summarise our thoughts for March, we would like to send our hopes that you and your families are safe in this difficult time. As the COVID-19 death toll rises around the world, it puts our work at Flying Colours in perspective...

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Market Commentary February 2020

Market Commentary February 2020

James Shenton | 11 February 2020

After a buoyant start to the year, January saw the outbreak of the coronavirus, originatingin Wuhan, China and a pronounced turn in investor sentiment in the second half of the month.As we are still in the early stages of the outbreak, it is hard ...

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Market Commentary January 2020

Market Commentary January 2020

James Shenton | 7 January 2020

There were strong returns from all equity markets in December, marking an exceptional year for risk assets. There was a sharp rotation away from US equities and into emerging markets, with the MSCI EM index rising 7.5% and EM debt also rallying.Wi...

Read More Market Commentary January 2020

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