Monthly Newsletter
July 5, 2021
MARKET UPDATE Equity market performance by region and sector 2021 Global Equity markets have made steady progress in 2021. The US is the relative outperformer with […]
November 19, 2020
MARKET UPDATE Equity market performance by region Global Equity markets consolidated over September and October ahead of the US Presidential elections and as the Covid 19 […]
August 5, 2020
MARKET UPDATE Equity market performance by region 2020Global Equity markets reached a bottom on March 23 and since then have staged animpressive recovery. In particular MSCI […]
March 10, 2020
MARKET UPDATE Equity market performance by region 2020 After initially reacting calmly to the outbreak of the Covid 19, the rapid spread from China to the […]
February 19, 2020
MARKET UPDATE Equity market performance by region 2020 Global equity markets have rocked at the start of 2020 by several factors: firstly the US killing Iranian […]
November 25, 2019
REVIEW OF 2019 Equity market performance by region 2019 Global equity markets have done well in 2019 increasing by 19.9%. This has more than made up […]
September 27, 2019
BACK TEST FROM 2013 ON GLOBAL Stock PORTFOLIO We have constructed a 20 stock Global Stock portfolio which incorporates our Country and Sector allocation decisions with […]
September 5, 2019
Market Analysis Equity Markets Since we last wrote on August 15, Global equity markets have rallied by around 2.3%. No region has notably outperformed or underperformed. […]
August 7, 2019
Equity Markets
After the sharp decline in markets on Monday August 5, following the decline of the RMB to
below 7 to the dollar – US markets have rebounded as the RMB has stabilized.
August 5, 2019
Equity Markets Since we last wrote on July 5, Global equity markets have declined by 3.2% despite the 25 bps cut in the Fed funds rate. […]
July 5, 2019
Market Analysis Equity MarketsThis table above shows the performance of the iShares MSCI ACWI ETF (comprises the largest companies in the World) – it also shows […]