August Market Commentary
July got off to the best possible start when Janet Yellen, Chair of the US Federal Reserve, announced that there would be no more...
May Market Commentary
It’s difficult to know where to begin this month. In France? Where Emmanuel Macron, the centrist candidate successfully defeated the far...
February Market Commentary
Introduction Despite the claims of Brexit and the debate on triggering Article 50, it is impossible to start this commentary anywhere...
December Market Commentary
Introduction Well, for the second time this year the pollsters and the bookmakers had it spectacularly wrong. First Brexit, now...
August Market Commentary
Introduction We try to produce a balanced, rational market commentary at the end of every month. The politicians do their best to turn it...
June Market Commentary
May was the month when you could be forgiven for thinking that there was only one event in the world that mattered: the continuing debate...