insights - 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 …
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, …
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 …
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 …
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 …
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 …
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 …