Specific Market Reviews: United Kingdom
Anyone who has had the misfortune to have been closeted in a meeting with me at any time in the last decade will have been...
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Specific Market Reviews: United States
The economy remains in good shape and corporate earnings growth is forecast to be around 20% this year which mitigates some of the valuation concerns.
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Specific Market Reviews: Europe
The ‘great economic recovery’ story is losing some momentum and events in Italy highlight the ongoing dysfunctionality of the Eurozone.
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Specific Market Reviews: Emerging Markets and Asia
The ‘great economic recovery’ story is losing some momentum and events in Italy highlight the ongoing dysfunctionality of the Eurozone.
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Fixed Interest
The long term direction of travel in bond yields remains gently upwards as global growth remains firm and Central Banks gradually tighten monetary policy.
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Commercial Property
The Commercial Property cycle has become increasingly mature and returns will likely be lower going forward, driven almost entirely by rental income rather than capital growth.
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Commodities
Oil prices remain firm reaching US$80/bl and prompting a significant rally in energy stocks.
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Currencies
The US dollar has rallied this year as political travails and disappointing economic data proved headwinds to the euro and sterling.
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The Great Unknown…
I’ve tried to avoid writing about Brexit in the last few newsletters because trying to follow the tortuous progress has been an exercise in frustration...
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Chartered financial planner snapped up in £3m deal
Generic Financial Management brings 270 client families and £950,000 of annual recurring revenue assets under advice and management of £150m to its new parent company.
