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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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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Asset Allocation Debrief

Much of our investment thesis has played out well so far this year. Developed market economies are neatly positioned on our investment clock framework, and look to be further boosted by the current deflationary trend. Following the ECB’s announcement last month of QE, long term inflation expectations have picked up in Europe. Whilst the committee…

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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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