Market commentaries

Our researchers

Our research team provides relevant and easy to read articles on topics that you may find interesting as an investor. They visit Fund Providers and attend conferences regularly to keep up to date with market and industry news. Find out more

You can filter the articles for words that are contained anywhere in the title or body of the article by simply typing in the Search Box at the top of the list of articles. You can also filter articles by one of the article categories to focus on an overall area of interest. Browse our articles and please feel free to use our feedback process to let us know what you think.

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Market commentary for 1st quarter 2019 and the outlook ahead

Published on 11 Apr 19 by Liz Rees  (1,858 views)

At the start of the year, safe haven assets, such as government bonds, were still in demand as investors weighed up the risks of an extended global economic slowdown. However, early dips in stock markets proved short-lived as bargain hunters emerged and January finished on the front foot.
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Investors need to look beyond the Brexit when looking at the UK

Published on 20 Feb 19 by Adrian Lowcock  (216 views)

Brexit has been weighing on the UK since the EU Referendum in 2016. The vote that day has had an impact on the economy and investors alike.
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Market commentary for Q4 2018 and the outlook ahead

Published on 23 Jan 19 by Liz Rees  (2,082 views)

The final quarter of 2018 was a volatile period for markets. In October there were steep falls around the world with Asia hardest hit. This reflected growing unease about trade disputes between the US and China, with neighbouring countries caught in the crossfire.
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Market commentary for Q3 2018 and the outlook ahead

Published on 16 Oct 18 by Liz Rees  (2,017 views)

Most developed equity markets delivered a positive return as second-quarter company earnings came in ahead of forecasts.US businesses reported particularly impressive figures as Donald Trump’s fiscal policies stimulated an already robust US economy.
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What does the longest bull market in US history mean for investors?

Published on 28 Aug 18 by Adrian Lowcock  (469 views)

On Wednesday evening the S&P 500 posted a modest gain marking the longest bull market in US history. A bull usually starts when a stock market begins to rise (after having fallen 20% or more) and posts gains of at least 20%...
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No delight for anyone investing in Turkey

Published on 14 Aug 18 by Adrian Lowcock  (291 views)

This article look at Turkey’s economic crisis has been weighing on markets recently.  The issue took centre stage this week as the currency tumbled on Monday... 
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Interest rate rise – what does it mean for you?

Published on 06 Aug 18 by Adrian Lowcock  (496 views)

This article look at the reasons behind the recent increase in the UK base rate and the implications for savers, borrowers and investors. 
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Market commentary for Q2 2018 and the outlook ahead

Published on 20 Jul 18 by Liz Rees  (1,752 views)

In this article we review the performance of leading markets then go on to assess the key events which have driven their direction. We show the latest IMF forecasts for GDP growth across different regions and discuss the outlook for investors over the remainder of the year.
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Market commentary for Q1 2018 and the outlook ahead

Published on 23 Apr 18 by Liz Rees  (1,454 views)

The article reviews the performance of leading stock markets then goes on to describe economic and political drivers. The global outlook is presented and then each region is  analysed in more detail. We look at the positives and negatives for the key economies and summarise the outlook and suggest where opportunities for investors might lie.
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Outlook for 2018: Playing the long game

Published on 22 Feb 18 by Liz Rees  (665 views)

We commissioned a national polling firm to ask a sample of the population what their confidence in the UK’s economic outlook? 
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Markets may leave us scratching our heads in 2018

Published on 06 Feb 18 by Guest  (1,422 views)

In this article Edward Bonham Carter of Jupiter Asset Management assesses the risks which could pose a threat to further upside in equity markets. He points out that inflation and interest rate moves need to be carefully managed by Central Banks to avoid bringing an abrupt end to the favourable economic growth which is being produced at present.
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Market commentary for Q4 2017 and roundup of the year

Published on 25 Jan 18 by Liz Rees  (2,105 views)

The article reviews the performance of leading stock markets then goes on to describe economic and political drivers. The global outlook is presented and then each region is  analysed in more detail. We look at the positives and negatives for the key economies and summarise the outlook and suggest where opportunities for investors might lie.
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Market commentary for Q3 2017 and future outlook

Published on 17 Oct 17 by Liz Rees  (2,067 views)

The article reviews the performance of leading stock markets then goes on to describe economic and political drivers. The global outlook is presented and then each region is  analysed in more detail. We look at the positives and negatives for the key economies and summarise the outlook and suggest where opportunities for investors might lie.
read more

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Market commentary for Q2 2017 and future outlook

Published on 26 Jul 17 by Liz Rees  (2,131 views)

The article summarises the performance data for leading markets then goes on to assess the key events which have driven the trends. We present the latest IMF forecasts for GDP growth in the different regions and discuss the outlook for investors over the remainder of the year.
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Reform and structural change in India

Published on 19 May 17 by Guest  (1,308 views)

The article describes the reforms and structural changes in India: political stability, direct benefit transfers, country-wide goods and services tax, increasing access to high speed internet and the shift from physical to financial savings.
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Market review of Q1 2017 and the outlook for investors

Published on 24 Apr 17 by Liz Rees  (1,866 views)

We look at the performance and prospects for each important geographical region. We outline the latest IMF estimates for growth in 2017 and 2018 and consider the macro economic and political trends that could have an influence.
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India: an investment outlook

Published on 23 Mar 17 by Guest  (1,241 views)

Avinash Vazirani, the manager of Jupiter India, looks at the longer term positive implications of the government’s de-monetisation exercise and introduction of the Goods and Services tax. He explains how the former initiative aims to tackle the black economy while the latter moves the country towards a single tax regime which should improve efficiency and boost tax revenues.
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Market commentary for Q4 2016 and future outlook

Published on 18 Jan 17 by Liz Rees  (2,270 views)

A review of 2016 and consideration of how a series of unexpected political outcomes have shaped the outlook for world economies and stock markets in 2017. We look at the prospects for different regions and highlight the importance of a well diversified portfolio at a time when many uncertainties remain.
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Trump win wrong-foots forecasters

Published on 17 Nov 16 by Guest  (1,763 views)

Following our US election article, Ian Heslop, head of global equities, Old Mutual Global Investors, comments on the result of the US presidential election, and explains how it relates to his investment process.
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US elections – how will the markets be affected?

Published on 03 Nov 16 by Fiona Liu  (3,257 views)

With less than a week before the results of the US presidential election is announced, we take a look at what a Hillary Clinton or a Donald Trump presidency looks like and how it can affect the markets. 
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Market Commentary for 3rd quarter of 2016 and future outlook

Published on 14 Oct 16 by Liz Rees  (2,486 views)

This blog looks at how major stock markets around the world have fared in the 3rd quarter of 2016, the key factors which have been driving performance and the prospects for the remainder of this year and beyond.
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Market Commentary for 2nd quarter of 2016 and future outlook

Published on 12 Jul 16 by Liz Rees  (2,665 views)

Our latest blog looks at which stock markets have produced the best returns over the quarter and outlines the key political and economic trends. We assess the far reaching implications of Britain's monumental decision to quit the EU and explain how a well diversified portfolio can help reduce the volatility associated with the uncertain short term outlook. 
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Britain votes for Brexit: The challenges and opportunities

Published on 27 Jun 16 by Liz Rees  (3,761 views)

Following our earlier blogs and poll on the EU referendum we now report on the stock market's reaction to the unexpected outcome. We review the political fallout and implications for the UK economy and beyond and further afield. We consider which asset classes are best placed to weather the storm and where opportunities might arise. 
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Countdown to the EU referendum

Published on 16 May 16 by Liz Rees  (4,712 views)

This blog is a follow up to our introductory post on ‘Brexit’ post in March. We now update readers on how the opposing campaigns are progressing; the views expressed by influential figures; what the latest polls are predicting and the effect the uncertainty is having on the UK economy as we approach referendum day on 23 June.
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Market Commentary for 1st quarter of 2016 and future outlook

Published on 15 Apr 16 by Liz Rees  (2,906 views)

We have reviewed the factors behind the disappointing start to the year and subsequent recovery of stock markets. After summarising the economic outlook we consider whether the prospects for the remainder of the year offer reasons for optimism for patient investors.
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Brexit versus status quo: EU referendum date announced

Published on 10 Mar 16 by Liz Rees  (5,148 views)

This blog introduces the opposing groups which are campaigning for either remaining in the EU or taking the Brexit route. We set out the key facts and arguments that voters will need to consider when making their voting decision in June and highlight the possible effects on the economy, businesses and the stock market of both outcomes.
 
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Market Update: Is it darkest before the dawn?

Published on 15 Feb 16 by Liz Rees  (2,749 views)

We understand that falls in stock markets are worrying for the private investor. This blog examines the diverse political and economic factors which are affecting confidence about economic growth forecasts. We consider if there is light at the end of the tunnel and whether some asset classes may now be discounting a worse case scenario.
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Market Update: Outlook for 2016

Published on 28 Jan 16 by Jason Chapman  (2,410 views)

Despite steady economic growth in the UK last year, 2016 has started with a few bumps. We commissioned a leading national polling firm to ask a representative sample of the UK population what it all means to UK savers and investors like you. 
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Market Update: Navigating stock markets in times of turbulence

Published on 25 Jan 16 by Liz Rees  (2,427 views)

In this blog we look at the current issues facing the global economy and point out what developments over the course of the year might improve sentiment towards stock markets. We also consider whether there are investment opportunities arising from the recent heightened volatility. 
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Market commentary for final quarter and round-up of 2015

Published on 13 Jan 16 by Liz Rees  (2,719 views)

In this blog we focus on the key economic and politcal factors which have driven markets in the 4th quarter and review the performance contributions of major economies at the year end.  We then look at the global outlook for 2016 and consider the prospects for investors in different regions.
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Falling oil prices dampen Christmas cheer for Stock markets

Published on 17 Dec 15 by Liz Rees  (2,340 views)

In this blog we look at how the severe decline in the oil price has impacted the global economy and Stock Markets. We also consider the future implications if the price were to stay at these current depressed levels for an extended period of time.
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Market commentary for the 3rd quarter of 2015

Published on 09 Oct 15 by Liz Rees  (2,788 views)

We review the events which led to a setback in stock market performance over the period and consider whether the current economic outlook offers any reasons for optimism.
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Autumn Shivers- an update on Global Stock Markets

Published on 24 Sep 15 by Liz Rees  (2,536 views)

A recap of the continuing effect of China's economic downturn on other world markets.
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China - can the cracks be repaired?

Published on 26 Aug 15 by Liz Rees  (3,604 views)

A brief look at the reasons for, and implications of, China's recent decision to devalue its currency 
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Market round-up for the first half of 2015

Published on 13 Jul 15 by Liz Rees  (2,856 views)

A review of the key economic and market events in the first half of the year.
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The EU Referendum and its effects

Published on 03 Jun 15 by Jason Chapman  (2,750 views)

How will the EU referendum affect you?
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Post General Election Round Up

Published on 08 May 15 by Jason Chapman  (2,876 views)

Please read on for our General Election round up.
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The General Election and your investments

Published on 15 Apr 15 by Jason Chapman  (2,902 views)

Our latest blog is based on the research on what people think would be the best Government for their savings and investments. 
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Modi’s mandate could invigorate India

Published on 21 May 14 by Guest  (2,674 views)

Hear from Craig Botham, Emerging Markets Economist at Schroders regarding the recent election in India.
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