Market Overview – 27/04/2022

Growing concerns surrounding increasingly aggressive central bank tightening weighed on market sentiment last week, with global stock markets drifting lower and yields continuing to push higher. Comments from Fed Chair Jerome Powell extolling the virtues of “front-loading” rate rises have …

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Market Overview – 19/04/2022

Inflation once more dominated the narrative for markets last week, with CPI data releases from both the US and UK hitting new highs. The latest readings, covering the month of March, showed US consumer price growth surpassing 8%, the highest …

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Market Overview – 14/04/2022

Once again interest rates and prospective action by central banks was front and centre of market attention last week. Minutes from the last US Fed meeting showed that agreement had been reached on a programme to reduce the Fed balance …

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Conflict demonstrates growing role of cyber

Over six weeks have elapsed since Russia began its invasion of Ukraine and the plight of financial markets remain in the throes of the conflict. Along with traditional methods of warfare there is a clear sense cyber warfare is playing …

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Market Overview – 05/04/2022

Last Thursday heralded the end of the first quarter of 2022 and quite a tumultuous one it was for investors. Rising inflation and hawkish commentary from central banks about the future path of interest rates was overlayed by the Russian …

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Market Overview – 29/03/2022

For investors, last week was a mix of fortunes depending on whether you own bonds or equities. Equity markets continued to recover, building on the strong gains seen in the previous week. Measures of volatility were also subdued, suggesting that …

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Market Overview – 22/03/2022

Equity markets had their best week in fifteen months with major indices such as the US seeing gains of over 6%. What lay behind this recovery? In one sense, markets often rally sharply after periods of weakness for no other …

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Market Overview – 15/03/2022

Global equity markets continued to be volatile last week as events in the Ukraine showed no signs of improvement. Oil prices remain elevated as we wait to see whether Europe will join the US in banning imports of Russian oil …

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Monthly Market Commentary – March 2022

Most global stock markets fell last month following a period of serious geopolitical tensions which ultimately resulted in the Russian invasion of Ukraine on 24th February. This caused another spike in commodity prices, including oil and gas, and intensified concerns about …

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Market Overview – 10/03/2022

As the world looked on in alarm as events unfolded in Ukraine last week, markets sold off sharply reflecting the increasing uncertainty. A missile attack on a Ukrainian nuclear power plant only added to the sense of nervousness, recalling the …

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