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 May 2021

Market Commentary May 2021

James Shenton | 31 May 2021

Global equities rose during the month in local currency terms as risk sentiment remained robust. However in Sterling terms, most overseas equity markets lost money due to the strength of the pound.The vaccination programs continued to gain steam a...

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Market Commentary April 2021

Market Commentary April 2021

James Shenton | 30 April 2021

Global equities continued to rise in April, returning 4.3%, and the developed world looks well on the path to post-Covid 19 recovery.Vaccine rollouts in the US and UK have continued to proceed well, with 44% and 51% of their respective populations...

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Market Commentary March 2021

Market Commentary March 2021

James Shenton | 31 March 2021

Global equities rose over the month as markets continued to react positively to expectations of higher growth and inflation.In the US, strong jobs and consumer sentiment data painted an improved picture for an economy that will be further bolstere...

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Market Commentary February 2021

Market Commentary February 2021

James Shenton | 28 February 2021

The rapid vaccination rollout continued to be a positive catalyst for markets in February.Global equity markets rose 2.7%, while UK equities ended the month up 1.8%. However, the strong pound held back returns of overseas assets and in sterling te...

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Market Commentary January 2021

Market Commentary January 2021

James Shenton | 31 January 2021

January saw divergent performance for equities, with developed market stocks ending the month lower while emerging market shares posted positive returns.Initially, markets continued the rally from Q4 2020, buoyed by global vaccine roll outs and th...

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Model Portfolio Review 2020

Model Portfolio Review 2020

James Shenton | 31 December 2020

2020 has been a year marked by a viral pandemic, the UK’s departure from the European Union, a tightly contested election in the United States and the worst global recession since WWII. Lockdowns have transformed the way we work and do business; r...

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Market Commentary November 2020

Market Commentary November 2020

James Shenton | 30 November 2020

News of three vaccines all showing good efficacy against the COVID virus sparked an impressive market rally in November.The announcements came on three successive Mondays from first Pfizer/BioNTech, then Moderna and finally AstraZeneca/Oxford and ...

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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...

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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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