Market Movements

Our insights and ideas on managing money and understanding the markets.

Market Movements – March 2023

Market Movements – March 2023

“History doesn’t repeat itself, but it often rhymes.” Mark Twain   It is this quote, alongside investors’ vivid memories of the Global Financial Crisis (GFC), that is currently causing much anxiety in markets with respect to the recent stress in the global banking...

Market Movements – October 2022

Market Movements – October 2022

Since our last “Market Movements” update in May, financial markets have continued to be volatile. Following a brief rally in risk assets during July and early August, markets have continued their fall. Though we take a long-term approach to investing, it is still...

Market Movements – January 2022

Market Movements – January 2022

The first six months of 2022 have seen markets suffer one of the worst starts to a calendar year on record. Since the beginning of January, the global equity market has fallen more than 14%. It is not just equities that have suffered; even bonds have experienced...

Market Movements – May 2020

Market Movements – May 2020

The spread of Coronavirus during the first quarter of 2020 generated a rapid sell-off in global equities. Asian markets initially felt the greatest impact, but as the virus spread outside of Asia, equities around the world suffered steep declines. The UK, Europe and...

Market Movements – March 2020

Market Movements – March 2020

Over the last few weeks, we have experienced heightened volatility in global markets. This culminated on Monday with one of the worst days in global equity markets we have seen for a long time. As you will all know, we have been expecting the bull market of ten years...

Market Movements – February 2020

Market Movements – February 2020

It is just over a month and a half since the Coronavirus (2019-nCoV) was identified and announced by Chinese officials. The virus has now claimed the lives of c. 2,600 people: the majority of these in China. Firstly, we must recognise that on a human level, regardless...

Market Movements – January 2019

Market Movements – January 2019

This time last year equity markets were reaching new all-time highs and the mood was bullish. For those that can remember, this was also around the peak of the Bitcoin bubble with the price around $14,000.   Fast forward to now, and most equity markets are down...

Market Movements – October 2018

Market Movements – October 2018

By the end of last week almost all equity markets finished lower than they started, some significantly so. When this happens, it is natural to want to understand the reason or cause. Has the output of the global economy significantly changed? What about unemployment...

Market Movements – March 2018

Market Movements – March 2018

Following our most recent newsletter, which highlighted the importance of remaining invested despite increased volatility, we wanted to comment further on the recent weakness in markets and provide some context. You will note that this article mainly focuses on the...