Market Commentary: September 2018

September marked another month of strong economic data emanating out of the US, and another round of interest rate hikes from both the Federal Reserve and Bank of England. So strong has been US data, it would be fair to use emotive terms such as ‘booming’ to describe...

Market Commentary: July 2018

Financial markets were once again led by the US, where economic and corporate data continued to impress. Retail sales, unemployment and business surveys all pointed to continued expansion for the world’s largest economy. Inflation rose to 2.9% in June, which is above...

Market Commentary: May 2018

Once again investors showed their willingness to ignore geopolitical tensions and instead focus on fundamentals. The US administration’s aggressive approach to global trade dominated headlines, while Italy’s new Eurosceptic government added to market concerns. But it...