Market Commentary

March Market Commentary

By cfmaster on March 18, 2019 Introduction February was another month when all the important news seemed to happen in the last week of the month. Read More

February Market Commentary

By cfmaster on February 12, 2019 Introduction The story of the US/China trade dispute was a thread running through much of last year. Some progress was… Read More

January Market Commentary

By cfmaster on January 9, 2019 A quiet wind down to Christmas? Everyone leaving their offices early and not much happening in the second half of… Read More

December Market Commentary

By cfmaster on December 12, 2018 Introduction It is always difficult writing a report like this, as you are always trying to ‘hit a moving target.’… Read More

November Market Commentary

By cfmaster on November 14, 2018 Introduction October was, to put it mildly, an eventful month. It was a month which saw the majority of markets… Read More

October Market Commentary

By cfmaster on October 10, 2018 Introduction On Tuesday, 3rd November 2020 the United States will go to the polls to elect its next President. All… Read More

September Market Commentary

By cfmaster on September 13, 2018 Introduction August used to be known as the ‘silly season’. Everyone who made the news was away on holiday, nothing… Read More

August Market Commentary

By cfmaster on August 8, 2018 Introduction The news in July really could not have been much worse. The threat of a trade war between the… Read More

July Market Commentary

By cfmaster on July 16, 2018 Let us invite you to travel back in time to June 2016, to the day after the Brexit referendum. Meanwhile,… Read More

June Market Commentary

By cfmaster on June 19, 2018 Harold Wilson famously said that, ‘a week is a long time in politics.’ A month is a very long time when we… Read More

May Market Commentary

By cfmaster on May 31, 2018 Introduction It looked for a long time that the main headline for this commentary would be the opening salvos… Read More

April Market Commentary

By cfmaster on April 26, 2018 Introduction To say that March was a busy month is an understatement. Russia went to the polls to elect… Read More