Market Commentary

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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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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Hanson – Market Commentary November 2014

This market commentary has been produced by the Investment Management team at Hanson Asset Management.  Geopolitical events took something of a back seat during the month as investors attention was more focused on country specific events; the US Mid-Term elections, Japanese election calls, the interest rate cut in China and also one particular macro event,…

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Hanson – Market Commentary October 2014

This market commentary has been produced by the Investment Management team at Hanson Asset Management.  Over the years October has become something of a troubled month for markets and this year was no exception. Equity markets suffered their heaviest sell-offs of the year as volatility returned with a vengeance and bond markets also gyrated up…

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