Market Commentary

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Cautiously Optimistic

5th February 2021 There is much which is positive and encouraging. Last year was difficult, extreme, and tragic, in so many different ways. Yet, as observed in our recent monthly commentaries, there is growing investment [...]

A Year Of Living Dangerously

13th January 2021 At the end of the last blog (“UK World Beating – seriously!”) I promised that this month the US investment mania would be covered off.  Well, the US is an asylum which [...]

UK World Beating – seriously!

15th December 2020 “Doubt is not a pleasant condition, but certainty is absurd” Voltaire in 1767 Confidence is a vital, perhaps THE vital, driver of markets.  As I write, there is evidence that confidence in [...]

Good Divorce Week

30th November 2020 We know what you’re thinking, and yes, Good Divorce Week is a real thing, created by family law firm Resolution.  The aim is to provide practical help, highlighting ways for separating parents [...]

Market Update: A travellers tale from China

06 November 2020 A COVID Quarantine Odyssey (Guest blog) Julia Zhu, China Macro Analyst, Matthews Asia [As most of the UK is now in some form of lockdown again, here is fascinating insight into how [...]

Market Update:  And Now, The End Is Near…

06 November 2020 Donald Trump did it his way.  Not with the style of Frank Sinatra – it was more Sex Pistols. Here I try and make sense of some of what has happened this [...]

Market Update: Squalls Just Ahead, Calm Beyond

7th October 2020 Like the sailor with a clear destination and route map, successful advisers and investors must adapt to storms along the way. As you already know, we saw the growing storm clouds before [...]

Market Comment: Autumn No Time To Relax

7th September 2020 Last time we started with the question: What happens when governments stop the emergency support for their economies? e.g. furlough schemes and cheap loans. Well the dreaded Autumn has arrived, and with [...]

Market update:  Our poor old brains

Friday 3rd April, 2020   It has been a relatively quiet week in markets, even though there have been some very sad and continuing fatalities, plus nasty economic numbers. This week I am bringing you [...]

Market update: Still too much complacency

Monday 30th March, 2020   On the Friday before Black Monday in 1987 we were only stopped from selling the great bulk of our advisory client holdings because an unofficial Bank Holiday was declared – [...]