Market Commentary

/Market Commentary

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 [...]