Economic Commentary

Showing 6 of 15 articles

Investment Commentary – March 2017

European politics was one of the key focal points for investors in March. The Dutch went to the polls in the middle of the month, and the French public geared up for their general election in April. The lack of surprise in the Netherlands, with the anti-EU candidate Geert Wilders failing to win enough seats to form a government, helped trigger a...

Investment Commentary – February 2017

The bull run in equities that began seven years ago shows no signs of abating, with both UK and US markets reaching record highs in February. The FTSE All-Share rose 3.1% while US equities were up 5.1%. The laggards were European and Japanese markets, but their returns (+1.9% and +2.2% respectively) were still impressive. Emerging markets also...

Investment Commentary – January 2017

The start of 2017 was marked by another month of positive returns for equities but more subdued performance from fixed income assets. In the UK, the FTSE All Share fell 0.33% but small- and mid-cap indices appreciated, especially companies at the lower end of the market capitalisation scale. European, US and Japanese equity markets all...

Investment outlook for 2017

Since the end of the financial crisis in 2008/09, the broad consensus driving financial markets has been one of lower inflation and lower bond yields. The surprise election of Donald Trump has flipped this consensus totally on its head. Today, investors are fretting over higher inflation and higher bond yields in the developed world. This is...

Market Commentary – November 2016

No country has more influence on global financial markets than the United States of America. It is the world’s economic powerhouse, boasting by far the largest gross domestic product (a measure of a nation’s economic activity). What happens 'over the pond' matters. It matters for equity investors (North American equities make up just over...

The Autumn Statement – Our view

Chancellor Phillip Hammond yesterday delivered his first Autumn Statement. It also turned out to be his last as he moves the budget to Autumn from next year. In a speech that contained few surprises, he admitted that the government would fail to meet the borrowing targets of the previous Chancellor. He also delivered the news that the Office for...

We hope you find the education zone interesting and useful, but please remember it shouldn’t be viewed as financial advice.