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Market Commentary

The first half of 2024 in markets

Contents Introduction With the first six months of 2024 behind us, investors will likely be pleased with how markets have performed. All regional equity markets have generated strong positive returns, …

4 July 2024

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Monthly market roundup — June

Welcome to the latest edition of our monthly market roundups. June brought with it positive headlines on the battle against inflation, with the Bank of England reaching its 2% target…

1 July 2024

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Monthly market roundup — May 2024

Welcome to the latest edition of our monthly market roundup. May was dominated by inflation coming closer to target for some regions of the world, no changes in interest rate…

4 June 2024

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Monthly market roundup — April 2024

Welcome to the latest edition of our monthly market roundups. With inflation coming in higher than expected in both the UK and the US, hopes of interest rate cuts in…

1 May 2024

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Monthly market roundup — March 2024

Welcome to the latest edition of our monthly market roundups. Despite interest rates remaining unchanged both in the UK and the US, March was a strong month for global equity…

4 April 2024

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Has the equity market already peaked?

Is this the peak of the equity market? Certainly, there are signs which could be worrying for investors. Concentration is perhaps the concern which currently receives the most attention. In…

18 March 2024

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Monthly market roundup — February 2024

Welcome to the latest edition of our monthly market roundups. Despite any major inflation surprises and a lack of central bank meetings, February was a strong month for global equity…

4 March 2024

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Monthly market roundup — January 2024

Welcome to the latest edition of our monthly market roundups. January saw the amount invested in passive funds overtaking active funds in the US, in a watershed moment which came…

2 February 2024

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