Annual Market Review 2024
Our latest market commentary covers the drivers of market conditions across 2024, along with factor, asset class, and portfolio returns.
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Q4 Market Review 2024
Our latest market commentary covers the drivers of market conditions across Q4, along with factor, asset class, and portfolio returns.
December Market Review 2024
Rising inflation in the UK contributed to Bank of England (BoE) holding rates at 4.75%. Global equities fall over December, driven by U.S stock sell-off. China signals shift to “moderately loose” monetary policy.
November Market Review 2024
The Republican candidate Donald Trump won the 2024 U.S. presidential election against Vice President Kamala Harris on Tuesday 5th November.
Trump’s election win – the potential impact on policy, the economy, and markets
The drawn-out time period of U.S. Presidential elections, from the first primaries and caucuses (nominating individual candidates) through to election day, leads to there being an element of surrealism by the time the results finally arrive.
October Market Review 2024
Labour government presents inaugural Budget, announcing £100bn additional capital spending and £40bn tax increases. Final campaigning takes place ahead of US Presidential election on 5th November. European Central Bank announces 0.25% rate cut, taking deposit facility rate to 3.25%.
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Q3 Market Review 2024
Our latest market commentary covers the drivers of market conditions across Q3, along with factor, asset class, and portfolio returns.