US market review: US share indices hit fresh highs
Economic growth picked up in the US during the first quarter of 2019. Having expanded by 2.2% year on year in the final quarter of 2018, the US economy grew.
14th May 2019
UK equity income market review: UK dividend growth set to continue
Dividend payouts from UK companies reached a new first-quarter record during the first three months of 2019.
Global bond market review: Europe weakens
Demand for government bonds generally rose during April against a backdrop of intensifying concerns over the global economic outlook.
Asian Japan markets review: Bank of Japan provides additional guidance
Japan’s interest rates will remain unchanged until the beginning of 2020 at the earliest, according to the BoJ’s updated guidance.
Market briefings looking back at April
A selection of articles, written by our expert investment writers that cover the markets looking back through April.
UK equity market review: Another six months …
The new Brexit deadline of 31 October has given UK MPs an additional six months to reach agreement.
13th May 2019
UK bond market review: Brextension eases demand for gilts
Demand for UK government bonds slipped during April: prices fell and yields rose as a six-month extension to Brexit allayed investors’.
Global update: Brextension
Having delayed Brexit from 29 March to 12 April, Prime Minister Theresa May agreed a new Brexit deadline of 31 October with EU leaders.
2nd May 2019
23rd May 2018
US market review: Strong beginning to the Q1 earnings season
Strong first-quarter earnings reports provided a boost for investors who have been distracted by ongoing political developments and concerns over possible trade wars. Of the companies th...
22nd May 2018
UK equity market review: Corporate activity dominates the FTSE 100
UK markets in April were notable for a flurry of corporate activity that was concentrated in the FTSE 100 Index, and large companies generally outperformed their medium-sized counterpart...
UK bond market review: UK economic growth disappoints
Mounting speculation over inflation drove up government bond yields around the world in the middle of April, and the benchmark UK gilt yield closed as high as 1.54% during April. Sterlin...
Global bond market review: 10-year Treasury bond yields breach 3%
The ten-year US Treasury Bond yield rose above 3% for the first time since 2011 during April, stoked by mounting concerns over the outlook for inflation. The price of oil continued to cl...
Europe market review: ECB remains supportive
During April, the ECB confirmed that it would continue with its planned programme of monthly bond purchases until the end of September, and that asset purchases would carry on beyond thi...
21st May 2018
Emerging markets review: Oil price continues its rise
China posted encouraging annualised economic growth of 6.8% during the first three months of the year, beating the official target of “around 6.5%”. Nevertheless, there are p...
Asian Japan markets review: Ongoing concern over trade tensions
Confidence amongst large Japanese manufacturers deteriorated during the first quarter of 2018, according to the Bank of Japan’s (BoJ’s) quarterly Tankan survey. Meanwhile, Ja...
Examining Estoteric Factors: The Asset Growth Anomaly
As factor investing becomes more popular, the search intensifies for new factors. This month we examine a less well-known factor: The Asset Growth anomaly. We examine the claim that there is a premium...
12th Apr 2018
Tue, 2nd, Feb
Sign up to our Hub News E-Newsletter