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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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Monthly Commentary

One Of Those Months

With ‘fast fashion’ being so prevalent in today’s world, perhaps we should not be surprised that Oscar Wilde’s dictum looks a little slow as the world only racked up four successively positive months before a reversal. May 2019 will not …

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Monthly Commentary

Financial markets: never easy but always fascinating

Thinking about everyone’s favourite subject, it was striking to read that a well-known UK consumer confidence index indicator released in the last few days was flat for the third month in a row, with an accompanying write-up that included the …

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Monthly Commentary

Searching for believers

Welcome to March, a time in the past when I have gone all Shakespearean in my written musings and quoted the famous words imagined uttered to Julius Caesar before his assassination. It looks as if the Ides of March (typically …

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