Market Commentary

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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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 – 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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