The Week in Perspective – 21/09/2016

Market roundup – Tesco and Next among the blue-chip risers Economic outlook– Inflation forecast to climb above 3% Company focus– Standard Life Economic highlightsover the coming week – UK GDP; House prices; Consumer confidence Full article – Week in Perspective – 21st September 2016 (PDF) Important Notes The information contained in this report represents an impartial assessment of the value or prospects…

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The Week in Perspective – 09/09/2016

 Market roundup – FTSE 100 Index down Economic outlook– Bank of England’s Mark Carney leaves open the possibility of further interest rate cuts Company focus– Barratt Developments Economic highlightsover the coming week – UK inflation; Full article – Week in Perspective – 9th September 2016 (PDF) Important Notes The information contained in this report represents an impartial assessment of the value or…

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The Week in Perspective – 02/09/2016

Market roundup – Housebuilders lifted by property market data Economic outlook– Manufacturing survey shows strong rebound Company focus– Hays Economic highlightsover the coming week – Halifax house price index; ECB interest rate decision; UK balance of trade Full article – Week in Perspective – 2nd September 2016 (PDF) Important Notes The information contained in this report represents an impartial assessment of the…

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The Week in Perspective – 26/08/2016

Market roundup – FTSE 100 remains below summer high Economic outlook– Mortgage lending subdued following Brexit vote Company focus– WPP Economic highlightsover the coming week – UK consumer confidence; manufacturing and construction activity; US employment Full article – Week in Perspective – 28th August 2016 (PDF) Important Notes The information contained in this report represents an impartial assessment of the value…

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The Week in Perspective – 19/08/2016

Market Roundup The FTSE 100 Index rose 0.4% on Monday, extending its run towards the key 7,000 level as global markets neared or reached record highs. The index was pushed higher by commodity stocks and a rising oil price amid hopes that OPEC will impose a production freeze at its September meeting. Royal Dutch Shell…

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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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Week in Perspective 08 April 2016

Market roundup – The FTSE 100 was up slightly over the week, moved here and there by the fluctuating price of oil and other commodities. Economic outlook – Services and industrial production growth is uninspiring, but house prices have yet again bucked sluggish trends. Company focus – Marks & Spencer. Economic highlights over the coming…

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Week in Perspective 29 January 2016

Market roundup – The week got off to a jittery start, failing to meaningfully extend the bounce seen at the start of the previous week. Economic outlook – In a surprise move on Friday, the Bank of Japan introduced a negative interest rate that will see commercial banks charged for some deposits. Company focus –…

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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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