Market Commentary – March 2019

By kind permission of Raymond James, we have added their investment commentary for March. We will leave it for you to decide on where this takes us, but it has an interesting review on Brexit, UK and global economies as well as thoughts on the trade deals currently being negotiated between the US and China.

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Market Commentary – January 2019

“The issues of Brexit, global trade wars, inflation and the US trade are still weighing heavily on investor’s minds. Additionally we now have discussion over populism and whether Europe and the Emerging Markets can step up if the world comes away from trade wars. Raymond James have written a very informative newsletter that covers all…

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Market Commentary – October 2018

“The issues of Brexit, global trade wars, inflation and the US mid-term elections are weighing heavily on investor’s minds. Raymond James have written a very informative newsletter that covers all of these issues and puts them in context. They have been kind enough to say that we can publish it so that investors can see…

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June – Market Commentary

Raymond James’ Strategist Chris Bailey gives his views of what may lie ahead for financial markets in June, in the latest edition of our Monthly Market Commentary: Decisions, decisions… Full article – Chris Bailey – Monthly Market Commentary June 2018 (PDF) Important notice: This “Marketing Communicaton” is not an official research report or a product…

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Budget Newsletter

March has traditionally been the month for Budgets, but no longer. In Autumn 2016 the then new Chancellor, Philip Hammond, announced that he would be moving to Autumn Budgets and Spring Statements, a mirror image of the past. However, the change was not instantaneous, and we thus had two Budgets last year, in March and…

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March – Market Commentary

Raymond James’ European Strategist Chris Bailey reviews the events that have shaped the month of February and gives his analysis of what may lie ahead for financial markets, in the latest edition of our Monthly Market Commentary: Ch-ch-ch-ch-changes? Full article – Raymond James – Monthly Market Commentary March 2018 (PDF) Important notice: This “Marketing Communicaton”…

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Budget leaves generous tax breaks – for now

Following the Chancellor’s budget, these are our initial thoughts. The self-employed were affected due to increases to be introduced to their levels of class 4 national insurance contributions. However, the biggest issue affecting savers and investors (and business owners) was the reduction in the dividend tax allowance from £5,000 to £2,000. With pensions and savings otherwise…

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The Week in Perspective – 06/01/2017

Market roundup – FTSE 100 hits record high twice in a week Economic roundup– Services and manufacturing sectors both ahead of expectations Company focus– Next Economic highlightsover the coming week – Balance of Trade, ECB interest-rate decision, US consumer sentiment Full article – Week in Perspective – 6th January 2017.pdf  (PDF) Important Notes The information contained in this report represents an impartial assessment…

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The Week in Perspective – 16/12/2016

Market roundup – FTSE 100 struggles to hold 7,000 level Economic roundup– Inflation rises to 1.2% but pay growth ahead at 2.6% Company focus– Centrica Economic highlightsover the coming week – Consumer confidence; US home sales; UK GDP Full article – Week in Perspective – 16th December 2016 (PDF) Important Notes The information contained in this report represents an impartial assessment of the…

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The Week in Perspective – 09/12/2016

Market roundup– Shares advance despite Italian referendum result Economic outlook– Worst monthly drop in industrial output since 2012 Company focus– Drax Economic highlightsover the coming week – Inflation; US interest rates; UK interest rates Full article – Week in Perspective – 9th December 2016 (PDF) Important Notes The information contained in this report represents an impartial assessment of the value or…

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