Concerns over the possible measures contained in the new Labour Government’s Autumn Budget – which is scheduled to take place on 30 October.

Adviser-Hub 9th Oct 2024

A selection of articles, written by our expert investment writers that cover the markets looking back through September.

Adviser-Hub 9th Oct 2024

US interest rates fell for the first time in over four years following the FOMC’s September meeting. The FOMC implemented a relatively aggressive cut of 50 basis points, reducing the key fede...

Adviser-Hub 19th Sep 2024

A selection of articles, written by our expert investment writers that cover the markets looking back through August.

Adviser-Hub 6th Sep 2024

Although many global equity markets successfully rebounded from sharp declines early in August, UK share prices posted a somewhat lacklustre performance amid fading hopes of further near-term cuts...

Adviser-Hub 6th Sep 2024

The Labour Party won a landslide victory in July’s General Election. New Chancellor of the Exchequer Rachel Reeves announced that the Budget will take place on 30 October and warned of &ldquo...

Adviser-Hub 6th Aug 2024

A selection of articles, written by our expert investment writers that cover the markets looking back through July.

Adviser-Hub 6th Aug 2024

The Bank of England cut its key interest rate by 25 basis points to 5% at its August rate-setting meeting.

Adviser-Hub 1st Aug 2024

Politics continued to garner headlines during June during the run-up to the General Election. Ahead of the election, however, the Institute for Fiscal Studies criticised the principal political par...

Adviser-Hub 3rd Jul 2024

A selection of articles, written by our expert investment writers that cover the markets looking back through June.

Adviser-Hub 3rd Jul 2024

The UK was placed on an election footing during May as Prime Minister Rishi Sunak announced a snap General Election. UK voters will head to the polls on 4 July. Although the announcement was unexpe...

Adviser-Hub 6th Jun 2024

A selection of articles, written by our expert investment writers that cover the markets looking back through May.

Adviser-Hub 6th Jun 2024

Although many developed markets fell over the month following disappointing US inflation data, the FTSE 100 Index reached a new all-time high, driven up by sterling’s weakness against the US...

Adviser-Hub 13th May 2024

A selection of articles, written by our expert investment writers that cover the markets looking back through April.

Adviser-Hub 13th May 2024

Having slipped into recession in the final three months of 2023, the UK economy posted month-on-month growth of 0.2% in January, raising hopes that the economy may be picking up.

Adviser-Hub 8th Apr 2024

A selection of articles, written by our expert investment writers that cover the markets looking back through March.

Adviser-Hub 8th Apr 2024

A selection of articles, written by our expert investment writers that cover the markets looking back through February.

Adviser-Hub 12th Mar 2024

The UK economy slipped into recession during the final quarter of 2023: having contracted by 0.1% in the third quarter.

Adviser-Hub 11th Mar 2024

Share prices fell during January as an unexpected uptick in the rate of UK consumer price inflation dampened optimism over the likelihood of interest rate cuts.

Adviser-Hub 7th Feb 2024

A selection of articles, written by our expert investment writers that cover the markets looking back through January.

Adviser-Hub 7th Feb 2024

Although UK equity markets ended December – and 2023 – in positive territory, their performance compared to most major overseas markets was relatively muted overall.

Adviser-Hub 8th Jan 2024

A selection of articles, written by our expert investment writers that cover the markets looking back through December.

Adviser-Hub 8th Jan 2024

The December meetings of three of the world’s leading central banks all ended in no change for their key interest rates.

Adviser-Hub 15th Dec 2023

Although UK equity indices ended November in positive territory, their overall performance was muted compared with many other leading equity markets.

Adviser-Hub 12th Dec 2023

A selection of articles, written by our expert investment writers that cover the markets looking back through November.

Adviser-Hub 12th Dec 2023

UK share prices fell during October as concerns over the economic outlook were compounded by geopolitical uncertainties following the outbreak of the Israel-Gaza war.

Adviser-Hub 10th Nov 2023

A selection of articles, written by our expert investment writers that cover the markets looking back through October.

Adviser-Hub 10th Nov 2023

The FTSE 100 Index bucked the global trend during September, posting an increase of 2.3% over the month as sterling’s weakness and higher oil prices provided a boost for blue chips.

Adviser-Hub 9th Oct 2023

A selection of articles, written by our expert investment writers that cover the markets looking back through September.

Adviser-Hub 9th Oct 2023

The Bank of England held its key interest rate at 5.25% at the MPC’s September meeting. MPC members voted by five to four in favour of no change, ending a run of fourteen consecutive rises th...

Adviser-Hub 22nd Sep 2023

Share prices fell in the UK during August as deteriorating news about China’s economy compounded UK investors’ existing concerns over inflation, interest rates, and the outlook for the...

Adviser-Hub 13th Sep 2023

A selection of articles, written by our expert investment writers that cover the markets looking back through August.

Adviser-Hub 13th Sep 2023

In his annual Mansion House speech, Bank of England (BoE) Governor Andrew Bailey reiterated the importance of reducing inflation, saying: “It is crucial that we see the job through”.

A selection of articles, written by our expert investment writers that cover the markets looking back through July.

Adviser-Hub 18th Aug 2023

UK government bond yields climbed in June, driven up by concerns over persistent inflationary pressures, expectations of further monetary tightening, and a lacklustre economic outlook. 

Adviser-Hub 31st Jul 2023

A selection of articles, written by our expert investment writers that cover the markets looking back through June.

Adviser-Hub 31st Jul 2023

The Bank of England raised interest rates by half a percentage point at the Monetary Policy Committee’s June meeting.

Adviser-Hub 23rd Jun 2023

Having raised its key federal funds rate at ten consecutive meetings, the Federal Reserve left rates unchanged at the Federal Open Market Committee’s June meeting.

Adviser-Hub 16th Jun 2023

The Bank of England BoE) raised its key base rate by 25 basis points to 4.5% during May, implementing its twelfth consecutive rate increase.

Adviser-Hub 7th Jun 2023

A selection of articles, written by our expert investment writers that cover the markets looking back through May.

Adviser-Hub 7th Jun 2023

UK interest rates were raised to 4.5% – their highest level since late 2008 – at the MPC’s May meeting.

Adviser-Hub 17th May 2023

Having grown by 0.4% in January, the UK economy stagnated in February as widespread strike action offset growth in the construction sector. The IMF upgraded its forecast for UK economic growth this...

Adviser-Hub 11th May 2023

A selection of articles, written by our expert investment writers that cover the markets looking back through April.

Adviser-Hub 11th May 2023

US interest rates reached their highest level since 2007 in May as the Federal Reserve raised its key federal funds rate by 25 basis points to a range of 5% to 5.25%.

Adviser-Hub 5th May 2023

Against a backdrop of market volatility triggered by a new banking crisis, the Bank of England said that the UK’s banking system remains “resilient”, although it acknowledged that...

Adviser-Hub 12th Apr 2023

A selection of articles, written by our expert investment writers that cover the markets looking back through March.

Adviser-Hub 12th Apr 2023

US rates rose by another 25 basis points at the Federal Open Market Committee’s March meeting as policymakers continued to take action to curb inflationary pressures.

Adviser-Hub 24th Mar 2023

The Bank of England raised its key base rate by one-quarter of a percentage point to 4.25% at the Monetary Policy Committee’s March meeting, marking the eleventh consecutive increase in UK ra...

Adviser-Hub 24th Mar 2023

Despite a lacklustre economic backdrop, Chancellor of the Exchequer Jeremy Hunt’s Spring Budget struck a relatively upbeat tone, with a strong focus on employment and boosting the workforce.<...

Adviser-Hub 16th Mar 2023

The Bank of England struck a slightly more optimistic tone during February.

Adviser-Hub 10th Mar 2023

A selection of articles, written by our expert investment writers that cover the markets looking back through February.

Adviser-Hub 10th Mar 2023

As expected, central banks in the US, UK and eurozone all continued down a tightening path in early February, with rates hitting their highest level since the Global Financial Crisis.

Adviser-Hub 6th Feb 2023

The UK economy is expected to perform worse than other advanced economies in 2023, according to the IMF, which cited the negative impact of high energy prices, lower productivity, high inflation an...

Adviser-Hub 6th Feb 2023

A selection of articles, written by our expert investment writers that cover the markets looking back through January.

Adviser-Hub 6th Feb 2023

December saw the Bank of England announce its ninth consecutive increase in interest rates.

Adviser-Hub 5th Jan 2023

A selection of articles, written by our expert investment writers that cover the markets looking back through December.

Adviser-Hub 5th Jan 2023

US interest rates continued on their upward trajectory during December, although central bank policymakers moderated the pace of their tightening action.

Adviser-Hub 15th Dec 2022

The Bank of England (BoE) implemented its ninth consecutive interest rate increase at the Monetary Policy Committee’s (MPC’s) December meeting. Six policymakers voted in favour of a 50...

Adviser-Hub 15th Dec 2022

UK households face their largest decline in living standards since records began in 1956, according to the Office for Budget Responsibility, which predicted that household incomes.

Adviser-Hub 14th Dec 2022

A selection of articles, written by our expert investment writers that cover the markets looking back through November.

Adviser-Hub 14th Dec 2022

October was a month of political turmoil for the UK and financial markets were plunged into chaos as the Government saw its third Prime Minister and fourth Chancellor of the Exchequer since July.

Adviser-Hub 4th Nov 2022

A selection of articles, written by our expert investment writers that cover the markets looking back through October.

Adviser-Hub 4th Nov 2022

The Federal Reserve implemented its sixth consecutive interest rate increase in November. Fed policymakers voted unanimously to increase the key federal funds rate by 75 basis points to a range of...

Adviser-Hub 3rd Nov 2022

UK markets fell heavily in September, with mid caps faring particularly badly as sentiment towards domestically focused stocks turned sour.

Adviser-Hub 11th Oct 2022

A selection of articles, written by our expert investment writers that cover the markets looking back through September.

Adviser-Hub 11th Oct 2022

US interest rates rose to their highest level in more than 14 years in September as central bank policymakers sought to curb persistent inflationary pressures.

Adviser-Hub 22nd Sep 2022

Amid growing concerns over inflation and the outlook for the UK economy, the pound dropped to US$1.16 during August, while the yield on the benchmark UK gilt rose to its highest level since early 2014...

Adviser-Hub 16th Sep 2022

A selection of articles, written by our expert investment writers that cover the markets looking back through August.

Adviser-Hub 16th Sep 2022

UK inflation continued to surge during June as higher prices for food and fuel pushed up the annualised rate of consumer price inflation from 9.1% in May to 9.4%.

Adviser-Hub 10th Aug 2022

A selection of articles, written by our expert investment writers that cover the markets looking back through July.

Adviser-Hub 10th Aug 2022

As inflationary pressures continued to bite, the Bank of England announced its fifth consecutive increase to interest rates during June.

Adviser-Hub 8th Jul 2022

A selection of articles, written by our expert investment writers that cover the markets looking back through June.

Adviser-Hub 8th Jul 2022

Concerns over inflation and the outlook for monetary policy and economic growth continued to preoccupy investors in May. The FTSE 100 Index edged up by 0.8% over the month, while the FTSE 250 Index fe...

Adviser-Hub 6th Jun 2022

A selection of articles, written by our expert investment writers that cover the markets looking back through May.

Adviser-Hub 6th Jun 2022

Having raised the federal funds rate by 0.25 percentage points in March – its first rate increase for two years – the US Federal Reserve intensified its tightening action at its April meeting, raising...

Adviser-Hub 5th May 2022

As prices continued their relentless rise, the IMF warned: “inflation has become a clear and present danger for many countries”. Consumer price inflation in the UK accelerated from 6.2% year on year i...

Adviser-Hub 5th May 2022

The Bank of England raised its key base rate from 0.75% to 1% at its May meeting, returning it to a level last seen in 2009. This was the fourth rise imposed by the central bank, following increases i...

Adviser-Hub 5th May 2022

A selection of articles, written by our expert investment writers that cover the markets looking back through April.

Adviser-Hub 5th May 2022

Alongside the unfolding tragedy in Ukraine, the surging cost of living continued to garner headlines in the UK during March.

Adviser-Hub 14th Apr 2022

A selection of articles, written by our expert investment writers that cover the markets looking back through March.

Adviser-Hub 14th Apr 2022

Share prices in the UK generally fell during February as a whole, as concerns over the prospect of a Russian invasion of Ukraine turned into reality.

Adviser-Hub 9th Mar 2022

A selection of articles, written by our expert investment writers that cover the markets looking back through February.

Adviser-Hub 9th Mar 2022

January was a challenging month for UK investors who had to contend with intensifying inflationary pressures alongside the prospect of higher UK and US interest rates and the possibility of a Russian...

Adviser-Hub 11th Feb 2022

A selection of articles, written by our expert investment writers that cover the markets looking back through January.

Adviser-Hub 11th Feb 2022

UK equity markets wobbled early in December as investors tried to assess the potential impact of the new Omicron variant of Coronavirus.

Adviser-Hub 13th Jan 2022

A selection of articles, written by our expert investment writers that cover the markets looking back through December.

Adviser-Hub 13th Jan 2022

Investor sentiment was shaken during November by the discovery of the new “Omicron” Covid-19 variant in South Africa. The news sparked concerns over the outlook for the UK and global economic recovery...

Adviser-Hub 2nd Dec 2021

A selection of articles, written by our expert investment writers that cover the markets looking back through November.

Adviser-Hub 2nd Dec 2021

Interest rates are widely expected to rise at the October meeting of the BoE’s Monetary Policy Committee (MPC).

Adviser-Hub 3rd Nov 2021

A selection of articles, written by our expert investment writers that cover the markets looking back through October.

Adviser-Hub 3rd Nov 2021

A selection of articles, written by our expert investment writers that cover the markets looking back through September.

Adviser-Hub 12th Oct 2021

Investors were stalked during September as the spectre of stagflation manifested itself against a backdrop of rising prices and lacklustre growth prospects.

Adviser-Hub 11th Oct 2021

A selection of articles, written by our expert investment writers that cover the markets looking back through August.

Adviser-Hub 6th Sep 2021

Investors witnessed a surge of M&A activity in August as companies sought to make use of their high cash balances.

Adviser-Hub 2nd Sep 2021

England’s “Freedom Day” on 19th July received a lacklustre welcome from investors as the Delta variant of the Covid-19 virus continued to spread.

Adviser-Hub 6th Aug 2021

A selection of articles, written by our expert investment writers that cover the markets looking back through July.

Adviser-Hub 6th Aug 2021

Prospects for inflation and interest rates continued to garner headlines during June.

Adviser-Hub 15th Jul 2021

Against a backdrop of intensifying pressures, both at home and in the US, UK investors continued to focus on the outlook for inflation during June.

Adviser-Hub 15th Jul 2021

A selection of articles, written by our expert investment writers that cover the markets looking back through June.

Adviser-Hub 15th Jul 2021

A selection of articles, written by our expert investment writers that cover the markets looking back through May.

Adviser-Hub 15th Jun 2021

During May, ECB Vice President Luis de Guindos warned that recent increases in US bond yields had revived concerns over the potential for shifts in financial conditions, which could affect indebted co...

Adviser-Hub 14th Jun 2021

Following the easing of lockdown measures, the eurozone is experiencing its strongest surge in demand for goods and services in almost 15 years. However, companies are struggling to keep up with deman...

Adviser-Hub 14th Jun 2021

Although China’s strong economy recovery is helping to support developing economies across Asia, lockdown-related restrictions are reducing domestic demand in many economies.

Adviser-Hub 14th Jun 2021

Share prices in Japan delivered a muted performance during May as investors digested lacklustre economic data alongside concerns over the prospects for the approaching Tokyo Olympic Games.

Adviser-Hub 14th Jun 2021

The future trajectory of inflation was the principal factor preoccupying investors in the US during May following the news that the rate of consumer price inflation had risen at its fastest rate since...

Adviser-Hub 10th Jun 2021

Having breached 7,000 points for the first time since February 2020 during April, the FTSE 100 Index rose above 7,000 once again during May.

Adviser-Hub 10th Jun 2021

Non-essential shops reopened in April and retail sales rose sharply in April, climbing by 9.2% from March. In particular, clothing sales rose by 69.4% over the month.

Adviser-Hub 10th Jun 2021

The annualised rate of UK inflation surged during April from 0.7% to 1.5%, stoked by a sharp appreciation in the cost of household utilities and clothing.

Adviser-Hub 10th Jun 2021

Business confidence in Japan improved during the first three months of 2021.

Adviser-Hub 21st May 2021

A selection of articles, written by our expert investment writers that cover the markets looking back through April.

Adviser-Hub 18th May 2021

US share prices rose during April as investor sentiment was boosted by President Joe Biden’s extensive spending plan.

Adviser-Hub 17th May 2021

As investors became increasingly sanguine about prospects for the UK economic recovery, share prices generally rose during April.

Adviser-Hub 17th May 2021

The FTSE 250 Index, whose constituents tend to be more exposed to the UK economy, hit a new all-time high during April, stoked by renewed optimism over the UK’s prospects as the economy continues to r...

Adviser-Hub 17th May 2021

Public sector borrowing rose to £303.1 billion over the year to the end of March 2021 – £246.1 billion more than in the year to March 2020 and representing the highest level since records began in 194...

Adviser-Hub 17th May 2021

Sovereign defaults hit record levels during 2020 as the coronavirus pandemic and falling oil prices weakened credit quality.

Adviser-Hub 17th May 2021

Having slipped back into recession during the first three months of 2021, the eurozone fell into a “double-dip” recession.

Adviser-Hub 17th May 2021

The global death toll from Covid-19 exceeded three million during April, according to Johns Hopkins University.

Adviser-Hub 17th May 2021

A selection of articles, written by our expert investment writers that cover the markets looking back through March.

Adviser-Hub 21st Apr 2021

Investor sentiment in the US was buoyed during March as President Biden’s American Rescue Plan was approved and signed into law.

Adviser-Hub 20th Apr 2021

UK share prices continued to improve during March as investors drew encouragement from the continued successful rollout of the Covid-19 vaccination programme across the country.

Adviser-Hub 20th Apr 2021

As coronavirus infection rates in the UK continue to subside and the vaccination programme expands, there is “light at the end of the tunnel” according to BoE Governor Andrew Bailey.

Adviser-Hub 20th Apr 2021

Improving investor confidence, underpinned by the ongoing rollout of Covid-19 vaccines, pushed the yield on the benchmark UK government bond to its highest level in almost two years during March.

Adviser-Hub 20th Apr 2021

Global bond yields continued to rise throughout March as expectations for economic growth and inflation were bolstered by the global Covid-19 vaccination rollout and the passing of US President Joe Bi...

Adviser-Hub 20th Apr 2021

Share prices in Europe generally strengthened during March, despite concerns over the slow rollout of the coronavirus vaccine and worries about a third wave of Covid-19 infections sweeping across the...

Adviser-Hub 20th Apr 2021

Having scrapped its GDP target last May in response to the Covid-19 pandemic, China announced that it aims to achieve economic growth in excess of 6% in 2021.

Adviser-Hub 20th Apr 2021

The Asia Pacific region is set to benefit from a stronger global recovery, according to S&P Global Ratings.

Adviser-Hub 20th Apr 2021

Global bond yields surged during February as hopes over economic recovery and speculation over rising inflationary pressures prompted investors to sell off global bonds.

Adviser-Hub 22nd Mar 2021

Former President of the European Central Bank (ECB) Mario Draghi took the helm of Italy’s government during February.

Adviser-Hub 22nd Mar 2021

Japan’s economy expanded by 3% year on year during the final quarter of 2020, having grown by 5.3% in the previous quarter.

Adviser-Hub 22nd Mar 2021

A selection of articles, written by our expert investment writers that cover the markets looking back through February.

Adviser-Hub 22nd Mar 2021

Having reached a fresh all-time high in the middle of February, the technology-rich Nasdaq Index fell towards the end of the month.

Adviser-Hub 16th Mar 2021

During February, investment sentiment was buoyed by significant progress in the UK’s vaccination programme, followed by confirmation that lockdown measures are set to be eased from March onwards.

Adviser-Hub 16th Mar 2021

UK investor sentiment was boosted in February by evidence that the UK’s Covid-19 vaccination programme is progressing well: more than 20 million people had received their first jab by the end of the m...

Adviser-Hub 16th Mar 2021

A selection of articles, written by our expert investment writers that cover the markets looking back through January.

Adviser-Hub 17th Feb 2021

Politics and economics were intertwined in the US during January as President Joe Biden took office. America’s 46th President has inherited a faltering economy.

Adviser-Hub 16th Feb 2021

Eight years of growth was wiped off UK dividends during 2020, according to Link Group’s Dividend Monitor. Dividend payments fell by at a headline rate of 44% year on year.

Adviser-Hub 16th Feb 2021

As Covid-19 infection rates continued to spread during December and into January, new lockdown measures were imposed across the UK.

Adviser-Hub 16th Feb 2021

The yield on the benchmark UK gilt dipped early in January as Prime Minister Boris Johnson announced fresh lockdown measures to stem a rapid increase in Covid-19 infections.

Adviser-Hub 16th Feb 2021

China’s economy achieved its most rapid quarterly expansion for two years during the final three months of 2020, posting growth of 6.5% during the period.

Adviser-Hub 16th Feb 2021

Despite a surge in Covid-19 infections that led to a state of emergency being declared in the four prefectures of Tokyo, Chiba, Saitama, and Kanagawa, Japan’s benchmark Nikkei 225 Index reached a thre...

Adviser-Hub 16th Feb 2021

A selection of articles, written by our expert investment writers that cover the markets looking back through December.

Adviser-Hub 20th Jan 2021

Weak trade data dealt a blow to Japanese investors during December. Exports had grown at an annualised rate of only 0.2% in October, raising hopes that they would achieve some long-awaited growth in N...

Adviser-Hub 20th Jan 2021

Share prices rose strongly in the US during December, boosted by the news that President Donald Trump had – despite raising many objections – signed into law a coronavirus relief package worth US$900...

Adviser-Hub 19th Jan 2021

Global dividends are calculated to have fallen during 2020 at a headline rate of 15.7% in a best-case scenario and by 18.5% in a worst-case scenario, according to Janus Henderson’s Global Dividend Ind...

Adviser-Hub 19th Jan 2021

With a matter of days left before the end of the transition period, the UK and EU finally reached a post-Brexit trade deal.

Adviser-Hub 19th Jan 2021

The yield on the benchmark UK gilt fell from 0.31% to 0.20% over December as a whole as investors reacted to the news of tightening coronavirus-related restrictions in response to rising infection rat...

Adviser-Hub 19th Jan 2021

European equity markets generally welcomed the news that the UK and EU had finally managed to thrash out a post-Brexit trade deal with only a week left before the end of the transition period.

Adviser-Hub 18th Jan 2021

Brazil emerged from recession during the third quarter of 2020: the country’s economy grew by 7.7%, posting its strongest growth since 1996.

Adviser-Hub 18th Jan 2021

Share prices surged in the US during November, driven up by significant progress in Covid-19 vaccine developments.

Adviser-Hub 15th Dec 2020

UK share prices surged and yields fell during November as investors became increasingly optimistic over prospects for economic recovery.

Adviser-Hub 15th Dec 2020

UK share prices rose strongly during November, driven up by mounting optimism over the development of Covid-19 vaccines and hopes that a Brexit trade deal will be reached.

Adviser-Hub 15th Dec 2020

Investor sentiment improved sharply during November, underpinned by the news of vaccine breakthroughs in the UK and the US. Improving hopes for the economic outlook led to a surge in demand for higher...

Adviser-Hub 15th Dec 2020

Investors’ attention shifted from safe havens to riskier assets during November.

Adviser-Hub 15th Dec 2020

Although November in Europe was characterised by rising Covid-19 infection rates and lacklustre economic data, share prices soared over the month.

Adviser-Hub 15th Dec 2020

Share prices in China rose following the news of Joe Biden’s victory in the US Presidential election.

Adviser-Hub 15th Dec 2020

Equity markets in Asia performed strongly during November, driven by hopes that Covid-19 vaccines will soon be widely available.

Adviser-Hub 15th Dec 2020

A selection of articles, written by our expert investment writers that cover the markets looking back through November.

Adviser-Hub 15th Dec 2020

US equity markets fell during October as cases of Covid-19 reached new daily records and news of rising infection rates and lockdowns in Europe affected sentiment amongst US investors.

Adviser-Hub 11th Nov 2020

Global bonds had a choppy October as expectations of fresh Covid-19 relief funding in the US were dashed by deadlock between the Republican and Democratic parties. Investor sentiment was further desta...

Adviser-Hub 11th Nov 2020

China’s economy continued to rebound from the impact of the Covid-19 pandemic.

Adviser-Hub 11th Nov 2020

The IMF expects the Asia Pacific economy to shrink by 2.2% in 2020; nevertheless, the region is set to post a healthy recovery in 2021 with growth of 6.9%

Adviser-Hub 11th Nov 2020

A selection of articles, written by our expert investment writers that cover the markets looking back through October.

Adviser-Hub 11th Nov 2020

Hopes that a nascent economic recovery could lead to a renaissance for UK dividends were dealt a blow at the end of October as the Government implemented further lockdown measures in a bid to stem the...

Adviser-Hub 5th Nov 2020

As infection rates continued to increase in areas of England, the UK Government decided to implement another series of lockdown measures lasting from 5 November to 2 December.

Adviser-Hub 5th Nov 2020

Demand for UK gilts rose during October as Covid-19 infection rates continued to climb, and the UK and EU failed to progress their post-Brexit trade negotiations.

Adviser-Hub 5th Nov 2020

Prospects for Europe’s economic recovery were set back during October by the implementation of tighter lockdown restrictions as the second wave of the coronavirus pandemic intensified.

Adviser-Hub 5th Nov 2020

As anticipated, Yoshihide Suga took office as Japan’s Prime Minister in September following the resignation of Shinzo Abe on the grounds of ill health. Mr Suga is widely expected to carry on with Mr A...

Adviser-Hub 14th Oct 2020

A selection of articles, written by our expert investment writers that cover the markets looking back through September.

Adviser-Hub 14th Oct 2020

The Nasdaq Index has performed strongly in recent months, driven up by robust performance from technology shares; over September, however, the index fell by 5.2% as investors took profits.

Adviser-Hub 14th Oct 2020

UK share prices were dragged down during September by fears that the economic recovery could be held back by a “second wave” of coronavirus infections. The FTSE 100 Index fell by 1.6% during September...

Adviser-Hub 14th Oct 2020

Share prices in the UK fell during September amid concerns that a surge in infection rates, accompanied by localised lockdowns, could undermine economic recovery. Both the FTSE 100 Index and the FTSE...

Adviser-Hub 14th Oct 2020

Risk-averse investors focused on perceived safe havens during September, spurred by fears that fresh lockdown measures could undermine economic recovery.

Adviser-Hub 14th Oct 2020

US government bond yields were boosted during September by hopes that fresh fiscal stimulus might be introduced. However, by the end of the month, a deal had not been agreed between Republicans and De...

Adviser-Hub 14th Oct 2020

Investor sentiment in Europe was dampened during September by an uptick in coronavirus infection rates across the region, and the World Health Organisation (WHO) warned that the news should be “a wake...

Adviser-Hub 14th Oct 2020

Economic data released in September fuelled hopes that China’s post-Covid economic recovery might be gathering pace. Industrial production rose at its fastest rate since December.

Adviser-Hub 14th Oct 2020

The US dollar weakened against the pound and the euro as Fed Chair Jerome Powell announced a new inflation strategy.

Adviser-Hub 17th Sep 2020

Amid signs that Covid-19 infection rates were on the rise once again around Europe, some localised restrictions were reimposed in August, putting a brake on economic activity.

Adviser-Hub 17th Sep 2020

As the pandemic took its toll on economic activity, India’s economy contracted by 23.9% during the three months to the end of June.

Adviser-Hub 17th Sep 2020

A selection of articles, written by our expert investment writers that cover the markets looking back through August.

Adviser-Hub 17th Sep 2020

The number of Covid-19 cases in the US rose to over six million during August, with more than 182,000 deaths recorded. Schools and colleges have been slow to reopen, and this is likely to affect consu...

Adviser-Hub 16th Sep 2020

UK investors suffered some of the most severe dividend cuts in the world during the second quarter.

Adviser-Hub 16th Sep 2020

The UK economy entered recession for the first time since 2009: having contracted by 2.2% in the first quarter of 2020, the economy shrank at a record rate of 20.4% during the second quarter.

Adviser-Hub 16th Sep 2020

Government debt breached £2 trillion for the first time in July, driven higher by spending to shore up the economy.

Adviser-Hub 16th Sep 2020

A selection of articles, written by our expert investment writers that cover the markets looking back through July.

Adviser-Hub 12th Aug 2020

UK share prices continued to fall during July as investors’ worries about the possibility of another wave of coronavirus infection.

Adviser-Hub 11th Aug 2020

Share prices in the UK generally fell during July amid mounting concerns over the impact of a possible coronavirus “second wave”.

Adviser-Hub 11th Aug 2020

Gilt yields continued their decline during July, driven down by concerns over the prospect of a “second wave” of coronavirus cases.

Adviser-Hub 11th Aug 2020

The eurozone’s economy slid into recession, shrinking by a record 12.1% during the second quarter following a first-quarter contraction of 3.6%. Between April and June.

Adviser-Hub 11th Aug 2020

Investor sentiment in Australia received a blow from the government’s decision to put the state of Victoria into lockdown following a surge in Covid-19 infections.

Adviser-Hub 11th Aug 2020

The US fell into recession during the second quarter as activity was curbed by a decline in spending and a surge in Covid-19 cases.

Adviser-Hub 11th Aug 2020

While other countries confirmed their slide into recession in July, China’s economy managed to buck the trend, notching up annualised growth of 3.2% in the second quarter after a first-quarter contrac...

Adviser-Hub 11th Aug 2020

European countries continued to ease their lockdown measures during June; nevertheless, the World Health Organisation (WHO) warned that the region was experiencing a weekly increase in COVID-19 cases...

Adviser-Hub 5th Aug 2020

During June, the World Health Organisation (WHO) warned that the coronavirus pandemic had entered “a new and dangerous phase” as cases continued to surge in Brazil and the US.

Adviser-Hub 5th Aug 2020

Bank of Japan Governor Haruhiko Kuroda warned during June that a second wave of COVID-19 infections could cause “considerable” harm to Japan’s economy.

Adviser-Hub 5th Aug 2020

A selection of articles, written by our expert investment writers that cover the markets looking back through June.

Adviser-Hub 5th Aug 2020

As US businesses reopened their doors, retail sales surged during May following steep falls in March and April, rising by 17.7%.

Adviser-Hub 5th Aug 2020

Although UK share prices generally strengthened over June as lockdown measures continued to ease, the outlook for dividend payments remained uncertain.

Adviser-Hub 5th Aug 2020

The UK’s leaders announced a further easing in lockdown measures to take effect in July, allowing a large proportion of the country’s leisure and tourism sector to reopen, albeit with strict guideline...

Adviser-Hub 5th Aug 2020

Gilt yields continued their decline over June as demand for government bonds was boosted by expectations that the Bank of England (BoE) would expand its programme of quantitative easing measures.

Adviser-Hub 5th Aug 2020

New quantitative easing measures are forecast to reach 20% of GDP in the US, 9% in the UK, and over 7% in the eurozone, according to credit ratings agency Fitch, which reported that macro policy easin...

Adviser-Hub 4th Aug 2020

Relations between the US and China deteriorated further during May as the US blamed China and the World Health Organisation (WHO) for the pandemic.

Adviser-Hub 10th Jun 2020

The outlook for income-seeking investors continued to deteriorate during May as companies sought to shore up their balance sheets by cancelling dividend payouts

Adviser-Hub 10th Jun 2020

UK share prices continued to rally during May as investors became more hopeful that the lockdown would lift, and the economy could restart.

Adviser-Hub 10th Jun 2020

Demand for gilts remained strong during May as the economic outlook continued to deteriorate. The coronavirus pandemic is expected to take a heavy toll on UK and global growth.

Adviser-Hub 10th Jun 2020

US Treasury bond yields rose during May: government spending continued to rise and central bank policy showed signs of shifting as Federal Reserve Chair Jerome Powell emphasised that the Fed would tak...

Adviser-Hub 10th Jun 2020

Share prices in Hong Kong dived during May on the news that China was set to make national security laws for the territory, clamping down on dissent and raising questions over Hong Kong’s special econ...

Adviser-Hub 10th Jun 2020

During May, the Dax Index rose by 6.7% while the CAC 40 Index climbed by 2.7%.

Adviser-Hub 10th Jun 2020

China’s National People’s Congress announced that it would not set an economic growth target for the country this year as it addresses the impact of the coronavirus pandemic.

Adviser-Hub 10th Jun 2020

A selection of articles, written by our expert investment writers that cover the markets looking back through May.

Adviser-Hub 10th Jun 2020

Although sentiment showed signs of improvement in April after March’s plunging stock markets, investors remained nervous. A survey conducted by GfK found that consumer confidence slumped to its lowest...

Adviser-Hub 19th May 2020

Although equity markets recovered to some extent during April, investors’ appetite for risk remained weak. Bond yields picked up towards the beginning of the month amid cautious optimism.

Adviser-Hub 19th May 2020

European equity markets generally rebounded in April after sustaining steep falls in March.

Adviser-Hub 19th May 2020

Demonstrating the economic impact of the coronavirus pandemic, China’s economy contracted at an annualised rate of 6.8% during the first quarter of 2020, compared with growth of 6.4% in the same perio...

Adviser-Hub 19th May 2020

Asia is facing “a crisis like no other”, according to the IMF, which warned that the coronavirus pandemic’s impact on the region will be “severe and unprecedented” and will outstrip that of the Global...

Adviser-Hub 19th May 2020

A selection of articles, written by our expert investment writers that cover the markets looking back through April.

Adviser-Hub 19th May 2020

Having experienced a difficult March, in which share prices plunged and dividends were cancelled, income-seeking investors experienced fresh pain in April as more companies opted to suspend their payo...

Adviser-Hub 18th May 2020

Despite the news that the US economy had contracted for the first time since 2014 during the first quarter, US equity markets ended April in positive territory in April as investors began to focus on...

Adviser-Hub 18th May 2020

Although UK share prices picked up slightly in April, the coronavirus continued to take a heavy social, corporate and economic toll and the UK overtook Spain to become the third-worst affected country...

Adviser-Hub 18th May 2020

Although March was painful for most investors, income-seeking investors probably felt an additional level of pain.

Adviser-Hub 20th Apr 2020

UK share prices plunged during March as the coronavirus continued to sweep the world.

Adviser-Hub 20th Apr 2020

Against the backdrop of heightened uncertainty caused by the intensifying coronavirus crisis, investors continued to lose their appetite for risk during March.

Adviser-Hub 20th Apr 2020

Share prices in China generally fell less heavily in March than other major equity markets. While most share indices posted double-digit losses during the month.

Adviser-Hub 20th Apr 2020

A selection of articles, written by our expert investment writers that cover the markets looking back through March.

Adviser-Hub 20th Apr 2020

Having fallen steeply during February, global bond yields continued their decline in March.

Adviser-Hub 17th Apr 2020

European investors experienced a torrid March as the coronavirus spread and intensified across the region. Major equity markets posted double-digit losses over the month.

Adviser-Hub 17th Apr 2020

As the coronavirus intensified its grip, officials at the Bank of Japan increased monetary stimulus measures in an emergency meeting in a bid to soothe investors’ jitters.

Adviser-Hub 17th Apr 2020

Share prices fell sharply in the US during March as the coronavirus pandemic continued its spread, and the yields on ten-year and 30-year Treasury bonds fell to all-time lows. President Donald Trump d...

Adviser-Hub 17th Apr 2020

Global bond yields extended their January declines into February as investors became increasingly worried about the potential economic impact and human cost of the coronavirus.

Adviser-Hub 5th Mar 2020

Having been shut from 23 January to combat the continuing spread of coronavirus, China’s stock market reopened on 3 February and the benchmark Shanghai Composite Index promptly fell by almost 8% in a...

Adviser-Hub 5th Mar 2020

A selection of articles, written by our expert investment writers that cover the markets looking back through February.

Adviser-Hub 5th Mar 2020

As the spread of coronavirus gathered pace across the world during February, investors became increasingly concerned that the economic impact could trigger a global recession. Share prices plunged ove...

Adviser-Hub 5th Mar 2020

Share prices tumbled during February as the extent and severity of coronavirus continued to intensify. By the end of the month, 85,403 cases had been confirmed worldwide, with 23 cases in the UK.

Adviser-Hub 4th Mar 2020

Government bond yields dropped sharply during February as the coronavirus continued to spread across the world, fuelling concerns over the impact on global economic growth.

Adviser-Hub 4th Mar 2020

Coronavirus continued its spread into Europe during February, with Italy the hardest hit country by a significant margin.

Adviser-Hub 4th Mar 2020

Asian markets came under pressure during February as coronavirus continued to tighten its grip. By the end of February, South Korea was second only to China in terms of diagnosed cases of coronavirus,...

Adviser-Hub 4th Mar 2020

Although the Bank of Japan raised its forecast for economic growth in the fiscal year 2020 from 0.7% to 0.9%, policymakers are not yet ready to scale back their current stimulus programme.

Adviser-Hub 13th Feb 2020

January proved to be a month of two halves for China. Although investor sentiment received a boost from the “Phase One” trade agreement with the US.

Adviser-Hub 13th Feb 2020

Global bond yields declined during January as investors sought safe havens against a backdrop of rising worry over the Coronavirus.

Adviser-Hub 13th Feb 2020

In common with most major equity markets around the world, UK equity indices fell during January as concerns over the rise of Coronavirus outweighed optimism.

Adviser-Hub 13th Feb 2020

A selection of articles, written by our expert investment writers that cover the markets looking back through January.

Adviser-Hub 13th Feb 2020

The eurozone’s economy expanded by only 0.1% during the fourth quarter of 2019.

Adviser-Hub 12th Feb 2020

Gilt yields fell during January as investors sought the perceived safety of government bonds

Adviser-Hub 12th Feb 2020

Brexit finally “got done” in January as the UK left the EU on 31 January. However, with a transition period of only 11 months, the Government is now under pressure to negotiate its new relationship wi...

Adviser-Hub 12th Feb 2020

2020 began with fresh geopolitical tensions amid signs of rising hostility between the US and Iran.

Adviser-Hub 12th Feb 2020

Signs of progress in the long-running trade conflict between the US and China lifted investor sentiment in the US and around the world during December.

Adviser-Hub 15th Jan 2020

December provided a turning-point for the UK as the Conservative Party won the General Election. Prime Minister Boris Johnson succeeded in securing an 80-seat majority in the House of Commons.

Adviser-Hub 15th Jan 2020

The UK General Election proved to be a defining moment for Brexit in the UK as Boris Johnson’s decisive victory – with an 80-seat majority – paved the way for his Brexit deal to clear the House of Com...

Adviser-Hub 15th Jan 2020

Investor confidence rallied during December following the Conservative Party’s decisive victory in the General Election.

Adviser-Hub 15th Jan 2020

A mood of tentative optimism blunted the attractions of government bonds during December.

Adviser-Hub 15th Jan 2020

The eurozone’s economy remained sluggish in December as improved activity in the services sector failed to mitigate a deepening contraction in the manufacturing sector.

Adviser-Hub 15th Jan 2020

Investor sentiment was lifted during December by the news that the US and China had reached a preliminary “Phase One” trade agreement in its long-running trade war.

Adviser-Hub 15th Jan 2020

Japan’s economic expansion proved to be better than first calculated during the third quarter of 2019; however, this better-than-expected performance does not reflect the impact of October’s increase...

Adviser-Hub 15th Jan 2020

A selection of articles, written by our expert investment writers that cover the markets looking back through December.

Adviser-Hub 15th Jan 2020

US share prices were boosted during November by hopes that the US and China might find a resolution to their protracted trade conflict.

Adviser-Hub 20th Dec 2019

November in the UK was largely taken up by the impending General Election. Having dominated the headlines for many months, Brexit relinquished the spotlight as the different parties’ manifestos focuse...

Adviser-Hub 20th Dec 2019

UK government bonds experienced a choppy November as General Election campaigning got under way.

Adviser-Hub 20th Dec 2019

The eurozone’s economy almost stalled during November, according to IHS Markit, which reported the lowest level of activity for two months.

Adviser-Hub 20th Dec 2019

During November, Japan’s government came under intensifying pressure to support the country’s economy by boosting fiscal spending.

Adviser-Hub 20th Dec 2019

A selection of articles, written by our expert investment writers that cover the markets looking back through November.

Adviser-Hub 20th Dec 2019

Policymakers at the US central bank opted to cut the key federal funds rate by 25 basis points to a range of 1.5% to 1.75% during October.

Adviser-Hub 7th Nov 2019

The FTSE 100 Index fell and its yield rose during October as Brexit uncertainty continued.

Adviser-Hub 7th Nov 2019

Seven months after the first Brexit delay, the Hallowe’en deadline came and went with the UK’s Brexit predicament unresolved.

Adviser-Hub 7th Nov 2019

Having surged earlier in the month, amid rising hopes of a Brexit deal, gilt yields subsequently dipped later in October when it became clear that Brexit remained unresolved.

Adviser-Hub 7th Nov 2019

Following a raft of interest-rate cuts in the third quarter of 2019, the loosening monetary trend continued into the fourth quarter as central banks reduced their key rates.

Adviser-Hub 7th Nov 2019

The Brexit deadline was shifted once again, this time from 31 October to 31 January 2020. The EU’s chief Brexit negotiator Michel Barnier called for a close post-Brexit relationship between the UK and...

Adviser-Hub 7th Nov 2019

Japan’s much-anticipated rise in consumption tax finally took place on 1 October.

Adviser-Hub 7th Nov 2019

A selection of articles, written by our expert investment writers that cover the markets looking back through October.

Adviser-Hub 7th Nov 2019

As expected, the US central bank implemented its second cut in interest rates since 2008 during September.

Adviser-Hub 15th Oct 2019

UK investors’ attention was largely absorbed by Brexit during September.

Adviser-Hub 15th Oct 2019

As Brexit rumbled towards its Halloween deadline, investors’ attention during September was absorbed by a series of political developments.

Adviser-Hub 15th Oct 2019

Gilts experienced a choppy September as speculation over the likelihood of a Brexit deal ebbed and flowed in response to political developments.

Adviser-Hub 15th Oct 2019

Following interest-rate cuts in India, Thailand and New Zealand in August, central banks in Russia and Brazil cut their key interest rates during September.

Adviser-Hub 15th Oct 2019

During September, the European Central Bank (ECB) announced another programme of economic stimulus measures designed to shore up the eurozone’s faltering economy.

Adviser-Hub 15th Oct 2019

The People’s Bank of China cut its reserve ratio – the amount of cash that banks have to hold in reserve – during September, releasing liquidity totalling 900 billion yuan.

Adviser-Hub 15th Oct 2019

Japan’s second-quarter economic growth proved disappointing for investors, as initial calculations of annualised growth of 1.8% were downgraded to a more muted 1.3%. On a quarter-on-quarter basis, the...

Adviser-Hub 15th Oct 2019

A selection of articles, written by our expert investment writers that cover the markets looking back through September.

Adviser-Hub 15th Oct 2019

Bond yields slid during August as nervous investors headed for perceived “safe-haven” assets such as government bonds and gold.

Adviser-Hub 16th Sep 2019

Confidence over the outlook for Europe’s economy continued to deteriorate during August amid mounting concerns over Germany’s prospects.

Adviser-Hub 16th Sep 2019

China’s renminbi fell to its lowest level against the US dollar for 11 years during August.

Adviser-Hub 16th Sep 2019

Japan achieved its third straight quarter of economic growth during the three months to June, growing at an annualised rate of 1.8% and easing pressure on the Bank of Japan to implement further moneta...

Adviser-Hub 16th Sep 2019

A selection of articles, written by our expert investment writers that cover the markets looking back through August.

Adviser-Hub 16th Sep 2019

The trade war between the US and China continued to rage in August. President Trump revealed further tariff increases on Chinese imports to the US; in response, China announced that it would impose ad...

Adviser-Hub 16th Sep 2019

Although bond yields have continued to fall to record lows, income-seeking investors do not appear to be moving towards UK equity income, daunted by a backdrop of ongoing political and economic uncert...

Adviser-Hub 16th Sep 2019

August proved both busy and controversial for UK investors, and share prices remained unsettled throughout the month.

Adviser-Hub 16th Sep 2019

Gilt yields plunged during August as nervous investors sought the perceived safety of government bonds and gold.

Adviser-Hub 16th Sep 2019

UK equity prices generally rose during July as intensifying speculation over the possibility of a no-deal Brexit drove down the pound’s value against the US dollar and the euro.

Adviser-Hub 19th Aug 2019

Sterling fell sharply against the US dollar and euro during July as the prospect of a no-deal Brexit began to appear increasingly possible.

Adviser-Hub 19th Aug 2019

Mounting fears that the UK will leave the EU without a deal on 31 October drove down the value of the pound against the US dollar and the euro during July.

Adviser-Hub 19th Aug 2019

Investors saw a raft of interest-rate cuts during July, as central banks sought to address slowing economic growth and subdued inflationary pressures.

Adviser-Hub 19th Aug 2019

China’s economy continued its slowdown during the second quarter of 2019, expanding at an annualised rate of 6.2%. The country’s economy grew by 6.4% during the first quarter.

Adviser-Hub 19th Aug 2019

A selection of articles, written by our expert investment writers that cover the markets looking back through July.

Adviser-Hub 19th Aug 2019

Confidence amongst large Japanese manufacturers continued to deteriorate, according to the Bank of Japan’s quarterly Tankan survey.

Adviser-Hub 19th Aug 2019

The outlook for economic growth in the eurozone has continued to weaken.

Adviser-Hub 19th Aug 2019

US equity markets reached new closing highs during July, and the S&P 500 Index breached 3,000 points for the first time ever.

Adviser-Hub 19th Aug 2019

Boris Johnson beat Jeremy Hunt during July to become the new leader of the Conservative Party and the UK’s new Prime Minister.

Adviser-Hub 1st Aug 2019

UK share prices rose and equity yields fell in June in the face of ongoing political uncertainty. The unfolding story of Brexit entered a new chapter during the month as the Conservative Party.

Adviser-Hub 10th Jul 2019

Economic growth picked up in Japan during the first quarter of 2019, despite the continuing trade tensions between the US and China.

Adviser-Hub 10th Jul 2019

The trade relationship between China and the US continued to dominate investor sentiment during June.

Adviser-Hub 10th Jul 2019

Following the extension to the Brexit deadline, the European Commission urged companies to ‘take advantage of the extra time” to make their preparations.

Adviser-Hub 10th Jul 2019

Bond yields continued their decline into June: prices rose as several central banks loosened their monetary policy stance.

Adviser-Hub 10th Jul 2019

UK government bond yields fell over the first six months of 2019, boosted by rising demand for gilts driven by political uncertainty.

Adviser-Hub 10th Jul 2019

Three years on from the Brexit referendum – and three months after the Brexit deadline was extended – the issue of Brexit remained unresolved.

Adviser-Hub 10th Jul 2019

UK share prices rose and equity yields fell in June in the face of ongoing political uncertainty. The unfolding story of Brexit entered a new chapter during the month as the Conservative Party.

Adviser-Hub 10th Jul 2019

Trade developments continued to absorb attention during June. Having imposed tariffs on Mexican imports in May President Donald Trump suspended them “indefinitely”.

Adviser-Hub 10th Jul 2019

A selection of articles, written by our expert investment writers that cover the markets looking back through June.

Adviser-Hub 10th Jul 2019

Notwithstanding some encouraging economic data, Japan’s Government downgraded its view on the country’s economy during May.

Adviser-Hub 12th Jun 2019

Although the US and China had been widely expected to agree a trade deal, US President Donald Trump instead confounded hopes.

Adviser-Hub 12th Jun 2019

Although European investors generally welcomed the results of the European Parliamentary elections, share prices across the region generally fell heavily amid concerns over Europe’s economic outlook a...

Adviser-Hub 12th Jun 2019

Amid rising speculation over the likelihood of a no-deal Brexit, gilt prices surged and yields plummeted in May as investors scrambled for investments perceived to be safe havens.

Adviser-Hub 12th Jun 2019

Escalating political upheaval knocked investors’ confidence in May, and share prices suffered.

Adviser-Hub 12th Jun 2019

Having hit new highs during April, share prices plummeted in May as the trade war between the US and China took an unexpected turn.

Adviser-Hub 12th Jun 2019

A selection of articles, written by our expert investment writers that cover the markets looking back through May.

Adviser-Hub 12th Jun 2019

Prime Minister Theresa May finally announced that she was resigning as leader of the Conservative Party on 7 June. Her decision triggered a leadership contest alongside rising concerns over the possib...

Adviser-Hub 4th Jun 2019

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.

Adviser-Hub 14th May 2019

Dividend payouts from UK companies reached a new first-quarter record during the first three months of 2019.

Adviser-Hub 14th May 2019

Demand for government bonds generally rose during April against a backdrop of intensifying concerns over the global economic outlook.

Adviser-Hub 14th May 2019

The eurozone’s economy rebounded during the first three months of 2019, posting quarter-on-quarter growth of 0.4%. Italy emerged from recession, supported by export activity.

Adviser-Hub 14th May 2019

Sentiment towards emerging markets has improved recently, boosted by a more dovish rhetoric from the US Federal Reserve.

Adviser-Hub 14th May 2019

Japan’s interest rates will remain unchanged until the beginning of 2020 at the earliest, according to the BoJ’s updated guidance.

Adviser-Hub 14th May 2019

A selection of articles, written by our expert investment writers that cover the markets looking back through April.

Adviser-Hub 14th May 2019

The new Brexit deadline of 31 October has given UK MPs an additional six months to reach agreement.

Adviser-Hub 13th May 2019

Demand for UK government bonds slipped during April: prices fell and yields rose as a six-month extension to Brexit allayed investors’.

Adviser-Hub 13th May 2019

Having delayed Brexit from 29 March to 12 April, Prime Minister Theresa May agreed a new Brexit deadline of 31 October with EU leaders.

Adviser-Hub 2nd May 2019

The US bull market became the longest bull market in the history of the S&P 500 Index during March, celebrating its ten-year anniversary on 9 March.

Adviser-Hub 17th Apr 2019

Having tried – and failed – to get her Brexit deal through the House of Commons three times, Prime Minister Theresa May was obliged to seek an extension to the Article 50 process.

Adviser-Hub 17th Apr 2019

The Brexit conundrum remained unsolved as March drew to a close, and the UK remained in the EU as Brexit Day was pushed out to 12 April. The yield on the FTSE 100 Index declined over March.

Adviser-Hub 17th Apr 2019

Fears of an economic slowdown in Europe rattled investors during March, and European government bond yields fell as investors sought perceived safe havens.

Adviser-Hub 17th Apr 2019

Interest rates in the eurozone are not expected to rise until next year at the earliest, according to the European Central Bank (ECB).

Adviser-Hub 17th Apr 2019

China’s leaders cut their economic growth forecast for 2019 to 6% to 6.5%, compared with last year’s target of around 6.5%.

Adviser-Hub 17th Apr 2019

Confidence amongst Japanese businesses deteriorated over the first three months of 2019, according to the Bank of Japan’s (BoJ’s) quarterly Tankan survey of business sentiment.

Adviser-Hub 17th Apr 2019

A selection of articles, written by our expert investment writers, covering the markets looking back through March.

Adviser-Hub 17th Apr 2019

Government bond yields in Italy rose sharply during February as a decline in confidence pushed up borrowing costs. Sentiment was knocked by a combination of factors...

Adviser-Hub 7th Mar 2019

UK share prices generally rose during February, despite the fact that the pressing issue of Brexit remained unresolved.

Adviser-Hub 7th Mar 2019

US equity markets rose during February as investor sentiment was buoyed by hopes that the US and China will finally manage to reach agreement on their long-running trade dispute.

Adviser-Hub 6th Mar 2019

A selection of articles, written by our expert investment writers, covering the markets looking back through February.

Adviser-Hub 6th Mar 2019

Despite signs of an ongoing economic slowdown in China, share prices performed strongly during February. The US announced that it would postpone its planned tariff increases on Chinese exports.

Adviser-Hub 6th Mar 2019

Further “robust but constructive” Brexit talk between Prime Minister Theresa May and European Commission President Jean-Claude Juncker yielded no change in February.

Adviser-Hub 6th Mar 2019

A selection of articles, written by our expert investment writers, covering the markets looking back through January.

Adviser-Hub 4th Feb 2019

A selection of articles written by our expert investment writers, covering the markets looking back through December.

Adviser-Hub 18th Jan 2019

Despite concerns that the eurozone’s economic expansion is showing signs of faltering, the European Central Bank confirmed that its programme of quantitative easing measures was ending at the end of 2...

Adviser-Hub 18th Dec 2018

After a challenging 2018, risks to sovereign ratings are set to intensify in 2019. According to credit ratings agency Fitch, global financial conditions are tightening, political and geopolitical fact...

Adviser-Hub 18th Dec 2018

Japan’s economy contracted at an annualised rate of 2.5% during the third quarter of 2018, compared with an earlier calculation of -1.2%. Activity was curtailed during the year by a series of natural...

Adviser-Hub 18th Dec 2018

Emerging markets performed better than broader world markets during December, but underperformed global markets over 2018. Following a protracted war over trade tariffs, China and the US finally agree...

Adviser-Hub 18th Dec 2018

UK government bonds endured a choppy December as investor sentiment was dictated by Brexit and mounting fears of a no-deal scenario. Parliament was scheduled to hold a “meaningful vote” on Prime Minis...

Adviser-Hub 17th Dec 2018

Newsflow and investor sentiment were dominated by Brexit in December. Having managed to agree a Brexit deal with the EU in November, Prime Minister Theresa May later took the controversial decision to...

Adviser-Hub 17th Dec 2018

UK equity markets continued their downward trend into December amid intensifying speculation over the possibility of a no-deal Brexit. Although the government managed to reach an agreement with the EU...

Adviser-Hub 17th Dec 2018

Although US equity markets hit record highs during 2018, they ended the year in negative territory, pulled down by concerns over trade tensions, rising interest rates, a partial shutdown of the federa...

Adviser-Hub 10th Dec 2018

A selection of articles, written by our expert investment writers, covering the markets looking back through November.

Adviser-Hub 7th Dec 2018

A selection of articles, written by our expert investment writers that cover the markets looking back through October.

Adviser-Hub 13th Nov 2018

UK share prices fell sharply during October as investors became increasingly rattled by a combination of factors, including concerns over global growth and worries over Brexit.

Adviser-Hub 9th Nov 2018

Having risen by over 25% over 2017, the Dow Jones Industrial Average Index fell during February to levels last seen at the end of November.

Adviser-Hub 23rd Oct 2018

A selection of articles have been written by our expert investment writers that cover the markets looking back through September.

Adviser-Hub 9th Oct 2018

The second quarter is an important one for UK equity income investors, as it accounts for one-third of total annual dividends. Underlying dividend growth rose at an annualised rate of 7.1% during the...

Adviser-Hub 14th Aug 2018

Global bond yields generally rose during July as escalating trade tensions undermined investors’ confidence. Nevertheless, despite concerns over the possible impact of the deepening trade wars, Federa...

Adviser-Hub 14th Aug 2018

July 2018 Concerns over the impact of trade wars is starting to affect confidence amongst Japanese companies, according to the Bank of Japan’s quarterly Tankan survey of business sentiment. O...

Adviser-Hub 14th Aug 2018

July 2018 During July, President Donald Trump imposed US$34 billion in tariffs on Chinese goods, prompting China to respond with US$34 billion of levies on US imports. The US announced plans to imp...

Adviser-Hub 14th Aug 2018

As the US imposed controversial tariffs on Chinese imports – and China responded in kind – President Donald Trump met with European Commission President Jean-Claude Juncker. The two parties agreed to...

Adviser-Hub 9th Aug 2018

Some US businesses have “scaled back or postponed” plans for capital spending amid mounting concern over the potential consequence of President Donald Trump’s controversial new trade tariffs. Accordin...

Adviser-Hub 9th Aug 2018

A selection of articles written by our expert investment writers, covering the markets looking back through July.

Adviser-Hub 9th Aug 2018

July 2008 Gilt yields rose and gilt prices fell during July amid expectations that the Bank of England (BoE) would increase its key interest rate at the Monetary Policy Committee’s (MPC&rsquo...

Adviser-Hub 9th Aug 2018

July 2018 With less than eight months to go before the UK leaves the EU, the possibility of a “no-deal” Brexit became a hot topic during July. The Government was thrown into disarray ea...

Adviser-Hub 9th Aug 2018

A selection of articles written by our expert investment writers that cover the markets looking back through June.

Adviser-Hub 16th Jul 2018

June 2018 UK equity markets were blighted during June by Brexit, amid rising concerns over the UK’s lack of progress as the deadline moves closer. EC President Donald Tusk called on the UK to...

Adviser-Hub 16th Jul 2018

June 2018 Although escalating trade tensions dominated global investor sentiment in June, the UK also had to contend with Brexit-related issues against a backdrop of criticism over the Government&r...

Adviser-Hub 16th Jul 2018

June 2018 June proved to be another uneven month for UK government bonds. Investor sentiment was at the mercy of macroeconomic factors, from US President Donald Trump’s introduction of puniti...

Adviser-Hub 13th Jul 2018

June 2018 Escalating trade wars between the US and some of the world’s largest economies have raised fears that new trade tariffs could undermine the economies of major exporting nations in A...

Adviser-Hub 13th Jul 2018

June 2018 Although the eurozone’s rate of inflation has moved closer to target, the ECB does not expect to tighten interest rates until “at least through the summer of 2019”. Else...

Adviser-Hub 13th Jul 2018

June 2018 June proved to be a challenging month for emerging market investors as trade tensions between the US and China continued to escalate. Following US President Donald Trump’s decision...

Adviser-Hub 13th Jul 2018

May 2018 Trade tensions and political instability unsettled European investors during May. Markets were dealt a blow by the news that US President Donald Trump had decided, after all, to impose tar...

Adviser-Hub 11th Jun 2018

May 2018 Having breached 3% for the first time since 2011 in April, the ten-year US Treasury Bond yield rose above 3.10% in May. As the month progressed, however, Treasury bond yields subsided, dam...

Adviser-Hub 11th Jun 2018

May 2018 Despite escalating trade tensions, uncertainties over Brexit, and political instability in Italy, UK equity markets rose during May. The FTSE 100 Index increased by 2.2% and reached a new...

Adviser-Hub 11th Jun 2018

A selection of articles, written by our expert investment writers that cover the markets looking back through May.

Adviser-Hub 11th Jun 2018

May 2018 Economic growth in Asian countries – particularly Singapore and Hong Kong – is still heavily reliant on merchandise exports, according to Moody’s Investors Service, and e...

Adviser-Hub 11th Jun 2018

May 2018 Sentiment towards emerging markets was undermined during May by speculation that US monetary policy is likely to tighten more aggressively than previously anticipated, and by escalating co...

Adviser-Hub 11th Jun 2018

May 2018 The prospect of global trade wars moved closer during May. The US announced that it would start imposing tariffs on steel and aluminium imports from the EU, Canada and Mexico, and also on...

Adviser-Hub 8th Jun 2018

May 2018 UK equity markets rose over May as a whole, but investors’ attention was absorbed by Italy’s ongoing political problems, question-marks over the UK Government’s commitmen...

Adviser-Hub 8th Jun 2018

May 2018 UK gilts experienced a choppy month during May. The yield on the benchmark ten-year government bond rose above 1.55% during the middle of the month, but plummeted towards the end of May as...

Adviser-Hub 8th Jun 2018

A selection of articles, written by our expert investment writers that cover the markets looking back through April.

Adviser-Hub 23rd May 2018

April 2018 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...

Adviser-Hub 22nd May 2018

April 2018 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...

Adviser-Hub 22nd May 2018

April 2018 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...

Adviser-Hub 22nd May 2018

April 2018 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...

Adviser-Hub 22nd May 2018

April 2018 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...

Adviser-Hub 21st May 2018

April 2018 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...

Adviser-Hub 21st May 2018

April 2018 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...

Adviser-Hub 21st May 2018

European markets were rattled during March over the prospect of a possible trade war with the US following President Donald Trump’s decision to impose a 25% levy on steel imports and a 10% levy on alu...

Adviser-Hub 17th Apr 2018

In common with other major equity markets around the world, UK share prices declined during March.

Adviser-Hub 17th Apr 2018

Government bond prices generally rose in March as investors faced the possibility of a trade war.

Adviser-Hub 17th Apr 2018

President Trump’s proposed trade tariffs on steel and aluminium knocked investor sentiment in Asia during March, amid fears of a trade war.

Adviser-Hub 17th Apr 2018

China’s relationship with the US deteriorated during March following President Donald Trump’s decision to impose a series of new tariffs intended to safeguard US interests.

Adviser-Hub 17th Apr 2018

Investor sentiment during March was marred by mounting levels of US protectionism.

Adviser-Hub 6th Apr 2018

A selection of articles, written by our expert investment writers that cover the markets looking back through March.

Adviser-Hub 5th Apr 2018

March was a controversial month for the US as President Donald Trump implemented a range of measures designed to protect America’s interests

Adviser-Hub 5th Apr 2018

UK share prices generally fell during March amid expectations of tightening monetary policy and concerns over rising US protectionism.

Adviser-Hub 5th Apr 2018

UK gilt yields fell over March as a whole amid concerns over future supply as the DMO announced it would reduce gilt issuance in 2018/19 to its lowest level since 2007/2008.

Adviser-Hub 5th Apr 2018

The UK equity market experienced a volatile February.

Adviser-Hub 14th Mar 2018

February 2018 European share prices generally fell in February, undermined by speculation that major central banks may be poised to tighten monetary policy more quickly than previously anticipated....

Adviser-Hub 14th Mar 2018

Global bond investors experienced an eventful February as investors faced up to the possibility that interest rates in the US might rise sooner than anticipated.

Adviser-Hub 14th Mar 2018

February 2018 Emerging equity markets were not immune to the heavy declines experienced by developed share indices during February. Investors around the world were rattled by signs that the end of...

Adviser-Hub 14th Mar 2018

February 2018 Like many other major equity markets around the world, stock indices in Asia fell sharply during February amid speculation that US monetary policy might begin to tighten more quickly...

Adviser-Hub 14th Mar 2018

A selection of articles written by our expert investment writers that cover the markets looking back through February.

Adviser-Hub 9th Mar 2018

UK share prices dropped sharply at the beginning of February amid mounting speculation that central bank policymakers – not only in the UK, but also in the US.

Adviser-Hub 9th Mar 2018

Having risen strongly during January, gilt yields continued their upward journey in February.

Adviser-Hub 9th Mar 2018

A selection of articles, written by our expert investment writers and cover the markets looking back through January.

Adviser-Hub 14th Feb 2018

UK equity indices fell over January as a whole, dampened by a rally in the value of the pound.

Adviser-Hub 14th Feb 2018

Despite a rally in the value of the pound, UK government bonds experienced a drop in demand during January, sending yields sharply higher.

Adviser-Hub 14th Feb 2018

The EU outlined its requirements for the UK during the post-Brexit transition period that will take place from March 2019 to the end of 2020. 

Adviser-Hub 14th Feb 2018

The price of oil rose to US$70 per barrel for the first time in over three years during January as OPEC members confirmed that they would continue to limit output until the end of 2018.

Adviser-Hub 14th Feb 2018

Following the US’s rejection of the Trans-Pacific Partnership (TPP), the remaining 11 participants have agreed to sign a trade deal in Chile in March.

Adviser-Hub 14th Feb 2018

Bond yields generally rose sharply in January as investors moved away from global fixed income, triggering speculation over the possibility of a bear market for bonds.

Adviser-Hub 14th Feb 2018

A three-day shutdown of the US federal government dampened investor sentiment as politicians reached deadlock over immigration policy. 

Adviser-Hub 14th Feb 2018

December 2017 Although global equity market returns were relatively muted during December, annualised performance from leading equity indices was very strong. The US, Germany, Japan, Brazil and Ind...

Adviser-Hub 10th Jan 2018

The outlook for sovereign creditworthiness in 2018 is generally stable, according to credit ratings agency Moody’s, underpinned by expectations that the “healthy” and “synchronised” global economic gr...

Adviser-Hub 12th Dec 2017

Despite a fresh display of aggression from North Korea towards Japan, the share prices of large Japanese companies generally rose during November.

Adviser-Hub 11th Dec 2017

The price of oil reached its highest level since the middle of 2015 in November, following a sudden anti-corruption purge in Saudi Arabia.

Adviser-Hub 11th Dec 2017

A selection of articles, written by our expert investment writers that cover the markets looking back through November.

Adviser-Hub 5th Dec 2017

A selection of articles written by our expert investment writers, covering the markets looking back through October.

Adviser-Hub 7th Nov 2017

A selection of articles written by our expert investment writers that cover the markets looking back through August.

Adviser-Hub 28th Sep 2017

Investor sentiment was impaired during August by concern over North Korea’s relationship with the international community and worries about the impact of Tropical Storm Harvey, which hammered the US G...

Adviser-Hub 28th Sep 2017

During August, investors’ appetite for risk deteriorated, undermined by further deterioration in relations between North Korea and the rest of the world.

Adviser-Hub 28th Sep 2017

Investors’ appetite for “safe haven” assets rose during August against an increasingly unsettled global backdrop.

Adviser-Hub 28th Sep 2017

An increasingly strained relationship between North Korea and the international community culminated in North Korea’s decision to fire a ballistic missile over Japan.

Adviser-Hub 28th Sep 2017

China’s credit growth continued to pose a problem in August.

Adviser-Hub 28th Sep 2017

Despite a raft of fresh problems for President Trump’s administration, US equity markets rose during July and the Dow Jones Industrial Average Index reached a new closing high at the end of the month.

Adviser-Hub 14th Aug 2017

July 2017 UK consumer price inflation remained well above its 2% target, although it eased slightly in June. Although the unemployment rate fell to its lowest level since 1975, wage growth continue...

Adviser-Hub 14th Aug 2017

UK equity indices generally rose during July and yields fell. Dividend payouts hit a new second-quarter record in 2017, according to Capita Asset Services, reaching a total of £33.3 billion.

Adviser-Hub 14th Aug 2017

Despite a backdrop of persistently low inflation, speculation over the likelihood of tighter monetary policy continued to put pressure on global bond and currency markets during July.

Adviser-Hub 14th Aug 2017

China’s economy grew by 6.9% YoY during Q2, outstripping the Chinese government’s official annual economic growth target.

Adviser-Hub 14th Aug 2017

Although Japan’s economy appears to be strengthening in some areas, the outlook for inflation remains subdued.

Adviser-Hub 14th Aug 2017

A selection of articles written by our expert investment writers that cover the markets looking back through July.

Adviser-Hub 14th Aug 2017

Gilt yields fell over July as a whole, dampened by an unexpected drop in the UK’s annualised rate of inflation.

Adviser-Hub 14th Aug 2017

The European Central Bank continued to play down speculation that it is poised to begin winding down its programme of stimulus measures.

Adviser-Hub 14th Aug 2017

Observations on the French election Emmanuel Macron and Marine Le Pen have won the first round of voting in the French presidential election and will face each other in the final round on May 7. Th...

Adviser-Hub 2nd May 2017