An overview with Guy Myles

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Market Commentary: September 2018 Part 2

There has been a recent sell-off in US equities that has led to a domino effect in Asian and European markets. The main reasons being cited for this sell off are concerns about a trade war between the US and China, the fear of rising US interest rates and rising bond yields, as well as the tensions between Italy and Europe. In summary, we...

Market Commentary: September 2018

September marked another month of strong economic data emanating out of the US, and another round of interest rate hikes from both the Federal Reserve and Bank of England. So strong has been US data, it would be fair to use emotive terms such as ‘booming’ to describe the world’s largest economy. US consumer confidence is at its highest...

Market Commentary: August 2018

The impressive run from US stocks continued in August, easily outpacing all other key developed markets. A succession of strong economic and corporate data continued to drive US equities higher. Business surveys, consumption data and unemployment figures all pointed to economic expansion in August, however, there were signs of weakness from...

Market Commentary: July 2018

Financial markets were once again led by the US, where economic and corporate data continued to impress. Retail sales, unemployment and business surveys all pointed to continued expansion for the world’s largest economy. Inflation rose to 2.9% in June, which is above the Federal Reserve’s target and further interest rate rises are...

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