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Mazars Wealth Management Investment Newsletter Spring 2019

Read our full MWM Newsletter Spring-2019 Global stock markets regained their poise in the first three months of the year returning just under 10% in Sterling terms, and nearly recouping the losses from the final quarter of 2018. These gains were delivered despite continued concerns about economic growth which brought about a fall in sovereign bond yields and caused Gilts …

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Game of Thrones S8: A Zombie Primer In Portfolio Risk Management

“Game of Thrones” is back on the screen, for the 8th and last season. Proselytised fans around the world are flocking to learn the final fate of Cercei, Daeneris, Jon Snow, the Stark children and Tyrion Lannister in what has become the most popular series of all time. The final season starts where the previous one left off: A massive …

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Brexit Delay

Weekly Market Update: Equities continue to climb, Pound gains vs Dollar and Yen

Read our full Market Update Week 15 Market Update Global equity markets were mixed last week following a period of strong returns. In Sterling terms global equities were down -0.1%, although in local terms were up +0.5%. In Sterling terms European equities were the only positive region, up +0.2%. US and UK equities were both flat, Emerging Market equities down …

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Monthly Market Update – April 2019

Read our full Monthly Market Blueprint April 2019 The global economic slowdown persisted, with conditions in the manufacturing sector contracting, especially for exporters. However some improvement in the service sector, and evidence of inventory depletion give hopes for cyclical economic rebound. Meanwhile trade wars, Brexit uncertainty, weaker Europe and growing suspicions of a sharper than anticipated Chinese slowdown, along with …

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Weekly Market Update: Oil trades higher on low supply and continued sanctions, global equities post gains

Read our full Market Update Week 14 Market Update Global equity markets saw a second consecutive week of positive performance, with US equities moving within 2% of their highs. Markets have ben in a positive mood since the Fed became more dovish early in the year, with positive signs on trade talks between the US and China a further catalyst for …

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Weekly Market Update: Global stocks rally, UK house prices decline

Read our full Market Update Week 13 Market Update Global equity markets rallied last week, continuing the pattern of rising after a poor week. US equities lead the way, up +2.9% in Sterling terms, with European equities also performing well, up +2.1%. Emerging Market equities gained +1.5%, UK equities +1.1% and Japanese equities +0.4%. Sterling fell due to the ongoing uncertainty …

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Weekly Market Update: Markets mixed as yields curve inverts

Read our full Market Update Week 12 Market Update Global financial markets are starting to hint at an impending recession, with Japanese equities down over 3% in Monday’s trading, with other Asian stock markets also down markedly. Further, the US yield curve has inverted and last week 10Y Bund yields fell back into negative territory, although over the week UK and …

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Will China Keel Over in 2019?

The key question in 2019 is not Donald Trump or the trade wars between the US and China. The real Gordian knot is China itself. The world’s second largest economy is going through a painful transition, weaning off its dependence on manufacturing and exports and focusing on improving the standard of living for its citizens, who have already experienced a …

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Weekly Market Update: Global stocks rally while Brexit outcome remains uncertain

Read our full Market Update Week 11 Global equity markets rallied last week, with Sterling returns positive in all major regions aside from Japan which was down -0.6%, although equities there did gain +1.9% in local terms. UK equities lead the way, gaining 1.8%, with European equities also up +1.4%, both buoyed by Parliament’s vote against a no-deal Brexit. US markets …

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Monthly Market Update – March 2019

Read our full Monthly Market Update March 2019 The global economic slowdown persisted, with conditions in the manufacturing sector further deteriorating, especially for exporters. However some improvement in the service sector and evidence of inventory depletion give hopes for cyclical economic rebound. Risk asset divergence, a theme of the previous quarter, seems to have abated, as US risk assets underperformance closed …

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