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Monthly Market Update – February 2019

Read our full Monthly Market Update February 2019 The global economic slowdown despite a persistent pick upin the services sector, as trade conditions deteriorate. Risk asset divergence, a theme of the previous quarter, seems to have abated, as US risk asset underperformance closed part of the gap with Europe and Emerging Markets. Oil prices rebounded somewhat in the beginning of the …

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How do you guarantee debt using debt, and so make that debt cheaper?

It sounds like a story from the heady days leading up to the 2008 Global Financial Crisis, and something that will end in disaster. Rating agencies assigning the highest possible rating to an auto maker’s debt which is ‘guaranteed’ on clients paying for leases of its cars (which is essentially debt), with repayment on the final amount expected to come …

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Weekly Market Update: BoE keeps rates on hold

Read our full Market Update Week 6 Market Update It was a mixed week for equities, with US stocks ending the week up +1.3%, despite President Trump ruling out a meeting with President Xi before March 1 to strike a trade deal and put trade concerns to rest. It was also a positive week for UK and global stocks, both up …

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Weekly Market Update: Stocks rally on dovish Fed

Read our full Market Update Week 5 Market Update Last week was a great week for markets with both real and financial assets posting positive returns. Equities were up in Sterling terms with UK stocks, the best performers of the week up +3.1%. Global stocks returned +2.1% and US stocks returned +2.3%; the S&P 500 is now testing key technical levels. …

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Theresa May’s 157 Brexits – and beyond

The Economist magazine has characterised Brexit “The mother of all messes”. To exit a trade agreement so comprehensive that over the past half century has come to encompass virtually all aspects of the British economy is, by and large, unprecedented. To do so in less than three years, in the midst of political turmoil, is nearly impossible. After last week’s …

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Weekly Market Update: US government reopens for now

Read our full Market Update Week 4 Market Update Equities were mostly up in local terms, however down in Sterling which again rallied on expectations for a delayed or soft Brexit. The Pound was up +2.6% vs the US Dollar, +2.2% vs the Euro and +2.4% vs the Yen. In Sterling terms global equities were down -2.1%. US equities saw …

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Weekly Market Update: Sterling jumps as Parliament rejects May’s Brexit deal

Read our full Market Update Week 3 Market Update Equities continued the recovery seen in the new year, with Friday seeing a broad-based rally after the Wall Street Journal reported that the US was considering lifting tariffs on China. In Sterling terms global equities were up +2.0%, with US equities gaining +2.7%. Emerging Market equities were up +1.5%, however gains …

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Monthly Market Update – January 2019

Read our full Monthly Market Update January 2019 December data indicated that the global economy continuesto slow, despite a persistent pick up in the services sector, as trade conditions deteriorate. Risk asset divergence, a theme of the previous quarter, seems to have abated, as US risk asset underperformance closed part of the gap with Europe and Emerging Markets. Oil prices rebounded …

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Mazars Wealth Management Investment Newsletter January 2019

Read our full MWM Newsletter January 2019 Recent market falls follow a noticeable change in mood, and in particular how investors choose to interpret various economic data releases. In the past few years markets have chosen to place more weight on measures which appear supportive of economic growth, and have felt comfortable dismissing those which do not, as ultra low interest …

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Mazars Quarterly Investment Outlook: 2019 Outlook

Read our full Mazars Quarterly Investment Outlook- Q1 2019 Outlook 2019 Sometimes it appears that the world is getting louder. The Norwegian Sociologist, John Galtung said that if a newspaper came out once every 50 years, it would not report half a century of celebrity gossip and political scandals but rather momentous global changes such as the increase in life …

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