Investment Note

Market Insights 2019


Lester and James provide us with an overview of how markets fared in the first 6 months of 2019, an insight into how our portfolios performed and how we were positioned. James highlights some of our clients' concerns and what we are doing to mitigate those, and Lester lets us in on some exciting corporate developments...

It is fair to say that over the last year, financial markets have taken investors on a rollercoaster ride, with markets rising, then tumbling, before recovering to reach all-time highs once again.  But through all this, one of the only asset classes that has steadily risen to cut through the volatility is gold. We are pleased to say we joined this trade early, investing through gold-related equities as well as directly via an Exchange-Traded Commodity (ETC) product, and while a lot of asset classes have made a lot of money this year...

For most readers, “FOMO” or “fear of missing out”, might be a phrase you’ve heard bandied about the homestead by your millennial teenagers as they head off to university and is formally defined as, “a feeling of anxiety that an exciting or interesting event may currently be happening elsewhere”. Whilst there is no formal recognition that FOMO exists in the professional world, if you asked any investor they would certainly agree that stock market participants share the same fear of missing out as that of their children. If we were to link FOMO to a stock market term...

As you are fully aware, IFAs are driven as part of the onboarding process, for clients to discern a risk profile that is appropriate for their circumstances. It’s a well-trodden path and we all know where we stand because Balanced means Balanced. But does it?

I am sure you were as surprised and disappointed as I to read on Monday about the suspension of the LF Woodford Equity Income fund. The Fund managed by Neil Woodford (of Invesco Perpetual Income Fund fame) had, due to several reasons including concerns over recent performance...

What do both May and October have in common for stock markets? They are both months when investors tend to adopt a decidedly negative view on stock markets. “Sell in May and go away, come back on St. Leger’s day” is an adage which refers to the custom of leaving London in the hot months between May and September...

Think back to the turn of the millennium, what were you doing? More than likely cracking open the bubbles to see in the dawn of a new era, perhaps some of us were fretting over the infamous Y2K computer meltdown heralded at the stroke of midnight!

2018 will hardly be remembered as a vintage year for global markets, in fact, it will likely be lamented with a grimace as the year that broke the back of the 10-year bull run and a year when investors were reminded, uncomfortably, that markets go down, as well as up.

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