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 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....

Read More Market Commentary October 2020
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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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...

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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...

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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...

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