Hanson – Market Commentary August 2014

This market commentary has been produced by the Investment Management team at Hanson Asset Management. 

Another month dominated by geopolitical events: the beheading of a US journalist in Iraq, ISIS fighters in Syria, Israel and Gaza virtually at war and an ever increasingly maniacal Vladimir Putin in the Ukraine, threatening nuclear war! All of which appears to have been taken in their stride by markets, as nearly all asset classes posted positive returns for the month of August. It should also be noted that markets were particularly quiet as most investors seem to have been away on holiday at some stage during the month. All equity markets were in positive territory, with the exception of Japan, which was down 1.13% on a total return basis. Global Equities (ex-UK) returned 4.1% over the month with Brazil leading the way, up 9.8% and the NASDAQ market second best with 4.99%. Ironically, Index Linked Gilts, for all durations, also returned over 5% for the month.

The full report can be downloaded here.

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