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Monthly Commentary

Monthly Market Commentary November 2020

“Perpetual optimism is a force multiplier” – Colin Powell After a rough, tough performance month in the pan-European equity markets, the instinct is always to look away from the detailed data and conclude in a world of tightening pandemic restrictions …

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Monthly Commentary

Monthly Market Commentary September 2020

“The good of other times let people state; I think it lucky I was born so late” – Ovid The traditional early September think piece centres on the natural reset that a generalised return to work (and for the younger …

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Monthly Commentary

Monthly Market Commentary August 2020

“August brings into sharp focus and a furious boil everything I’ve been listening to in the late spring and summer” – Henry Rollins     Financial markets are always a three-dimensional jigsaw, with new pieces being added and deleted at whim …

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Monthly Commentary

Monthly Market Commentary June 2020

“There is no sun without shadow, and it is essential to know the night” – Albert Camus     At any other time, a three percent bounce during May in the panEuropean (including the U.K.) equity markets and the driest fifth …

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Monthly Commentary

Monthly Market Commentary May 2020

“Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning” – Winston Churchill        Over three hundred and fifty years ago, back in 1665, …

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Monthly Commentary

Monthly Market Commentary March 2020

“Many intelligence reports in war are contradictory; even more are false, and most are uncertain” – Carl von Clausewitz In times of uncertainty you start with the facts and move on from there. Pan-European equities fell over 8% on the …

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Monthly Commentary

Monthly Market Commentary February 2020

“Many intelligence reports in war are contradictory; even more are false, and most are uncertain” – Carl von Clausewitz In times of uncertainty you start with the facts and move on from there. Pan-European equities fell over 8% on the …

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