Hanson

Hanson – Q1 Commentary 2016

This market commentary has been produced by the Investment Management team at Hanson Asset Management.  As most will have observed, the First Quarter of 2016 was extremely volatile. However, the UK (FTSE 100 +0.07% TR) & US (S&P 500 +1.35% TR) Equity Markets recouped their intra-quarter losses. Whereas Europe (MSCI Europe -6.86% TR) and Japan…

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Hanson – Market Commentary July 2015

This market commentary has been produced by the Investment Management team at Hanson Asset Management.  July passed in a haze of sporting events; Test Matches, Goodwood, Wimbledon, the British Open and Henley to name but a few. The Greek situation was “resolved” by another EU fudge, exercise in kicking the proverbial can further down the…

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Hanson – Market Commentary June 2015

This market commentary has been produced by the Investment Management team at Hanson Asset Management.  June was dominated by two particular events, one on the economic and one on the geopolitical front, both of which could have far reaching implications. The first was the uncertainty in Greece over the country’s debt repayments and the second…

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Hanson – Market Commentary May 2015

This market commentary has been produced by the Investment Management team at Hanson Asset Management.  The most significant events in many parts of Europe during May were elections. In the UK, the Conservatives won an outright majority in the General Election. This was seen as a surprise by many commentators and taken favourably by the…

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Hanson – UK General Election 2015

Given the unpredictability of the forthcoming General Election in the UK we thought we would add our two cents worth to the subject. Elections in the UK are changing and gone are the days where one party can command a majority in the House of Commons, which has been typical of the British Parliamentary System.…

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Hanson – Market Commentary March 2015

This market commentary has been produced by the Investment Management team at Hanson Asset Management.  The month was dominated by politics in most developed markets with the canvassing of voters in the run up to the May election in the UK; nominations for the Democrat and Republican presidential candidates in the US, a poor showing…

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Hanson – Market Commentary February 2015

This market commentary has been produced by the Investment Management team at Hanson Asset Management.  February was, from a European point of view, all about Greece; the anti-austerity party, Syriza having won the general election was heading for a confrontation with the Troika as election promises had to be seen to be met. As things…

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Hanson – Market Commentary January 2015

This market commentary has been produced by the Investment Management team at Hanson Asset Management.  The New Year erupted into life with more activity in one month than in most of last year! Most, but not all, of these events seemed to take place in Europe as the European Central Bank (ECB) lit the blue…

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Hanson – The Outlook for 2015

January 2015 In assessing the market outlook for 2015 there are several factors to consider. However, the big issue at the moment, in January, is the oil price. The sharp decline in the oil price over the past few months is bad news for oil producers and anybody supplying them. However, it is good news…

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Hanson – Market Commentary December 2014

This market commentary has been produced by the Investment Management team at Hanson Asset Management.  The first two weeks of December were, for those folk expecting a “Santa Rally,” something of a disappointment as markets slid back down to October lows before finally staging a rally at the very end of the year. Macro events…

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