Market Commentary

/Market Commentary

Of Brexit and icebergs

We can’t avoid the Brexit referendum, as it is dominating both the front pages and business pages. This is a personal view. Anyone who tells you that they know what will happen in the UK [...]

People are angry

People are angry. This is what polls tell us throughout the developed world. This dissension has allowed Trump and Saunders to emerge in the US; a raft of more extreme left and right wing politicians [...]

Budget Comment: ISA boost, pension plans damned

For a small number of years it has been clear to us that the Government was laying the ground for an effective abolishing of pension plans as now understood, with ISAs to be the replacement [...]

Market comment: Crisis Of Faith?

Doubts are growing as to the ability of central banks to maintain the stability of the world economy and investment markets. Does it matter? Regular readers might recall that a small number of years ago [...]

Market comment: Opportunities Growing

The markets have fallen sharply, they might fall more sharply than they already have (5,000 is an obvious target for FTSE 100), and there are swirling geopolitical risks, and scary headlines.  So some bad news, [...]

Market comment: What Drives Markets

Though the headlines screamed "China", they mostly missed the reality of what is driving (and will continue to drive) markets. Here we explore that bigger picture. As we said would happen months ago, once the [...]

Market comment: Volatility Grows

Volatility in financial markets is growing. Here are pointers on where there is still value or a strong supporting trend. P.S. The latest TopFunds Guide is available shortly, and has more detail on this and [...]

Unsettling Trends

The EU is the world's biggest economic block, so their problems are our problems in the UK - even if the UK leaves the EU.  Here we explore some unsettling political trends from the last [...]

It’s all about confidence

SUMMARY. The first quarter of 2015 was fascinating. In stock market terms Japan was the star, closely followed by Europe. In contrast real world economic indicators out of the US are not great, but markets [...]