Investment Monthly Market Updates

Our Investment Committee meets monthly and we speak regularly to top industry fund managers for greater insight into market conditions. Here you will find some of what we discussed to give you insights between our quarterly newsletters. 

If you would like to discuss any of them (or any other aspect of your financial planning) in detail, please contact us or give us a call on 01905 731 864 and ask to speak to one of our Independent Financial Advisers.

9 March 2022 - Ukraine invasion and the impact on investments

As the tragic situation continues to unfold in Ukraine, we hope for peace and a safe resolution. Our investment partners are continuously monitoring the situation so please be assured that they will revise portfolio allocations if the situation in Ukraine escalates from here... Read more

28 February 2022 - Ukraine invasion and the impact on investments

We wanted to reach out to you to reassure about your investments and explain market responses to the current situation in Ukraine. History suggests it is rarely a good idea to drastically change investment strategy on the back of geopolitical tension, and we do not see this time as being any different... Read more

November 2021 - Markets in a Minute: 

Developed market equities drove positive performance in October, with the exception of Japan, which gave back some of the gains made in September. After a strong rally throughout the month, Chinese equities fell back in the final days to leave them marginally positive. The emergence of the Delta Plus variant of COVID-19 caused some concerns, but we are yet to see notable market moves attributed to this as we await confirmation of its level of resistance to existing vaccinations... Read more

October 2021 - Markets in a Minute: 

Developed market equities drove positive performance in October, with the exception of Japan, which gave back some of the gains made in September. After a strong rally throughout the month, Chinese equities fell back in the final days to leave them marginally positive. The emergence of the Delta Plus variant of COVID-19 caused some concerns, but we are yet to see notable market moves attributed to this as we await confirmation of its level of resistance to existing vaccinations... Read more

August 2021 - Markets in a Minute: 

China and the wider emerging market region continued to experience heightened volatility as concerns over state-imposed regulation of various sectors rumbled on. During the summer months, trading activity and volumes decrease, and August was no exception. While the lull in activity can result in subdued market movements, shocks are often exacerbated by the lower volumes. Despite this, most major equity markets posted positive gains over the period... Read more

May 2021 - Markets in a Minute: 

Equity markets have continued their “wait and see” mode and economic data has been closely scrutinised as the inflation debate rages on. According to the published results of a Bank of America global survey of fund managers, for the first time since February 2020 Covid-19 is no longer the biggest threat to the world economy. Unsurprisingly, inflation has now taken the top spot, with a net 93% of managers forecasting higher inflation over the coming 12 months (the highest percentage of respondents ever recorded). This is of course fairly unsurprising and the two biggest questions facing investors continue to be how far will inflation rise and how long will it be sustained for?... Read more

April 2021 - Markets in a Minute: 

Global equities generally had a positive month despite the spread of COVID-19 remaining firmly in focus. Vaccination rollouts continued across the world, but rising cases in many regions, particularly India and Japan, raised fears of a new wave... Read more

February 2021 - Markets in a Minute: 

February was a tale of two halves for global bond and equity markets. What started out as a relatively positive month quickly reversed into a period of turbulent trading. Almost exactly one year to the day since the initial pandemic sell-off, inflation concerns caused bond yields to rise, causing a negative impact on equity markets, particularly those tilted towards growth stocks... Read more

January 2021 - Markets in a Minute: 

After an eventful 2020, developed equity markets took somewhat of a breather at the start of 2021. While we all waited patiently to see just how effective the global vaccine rollout can be, returns were depressed. Emerging Markets, in particular China, on the other hand, produced strong returns in the month, reiterating the speed at which their economy is returning to growth after the pandemic... Read more

October 2020 - Markets in a Minute

This month saw markets continue to be influenced by the resurgence of Covid-19 cases across the globe. But a double shot for markets came in the form of the US elections and promise of a vaccine later in the month. Read more... 

August 2020 - Read Markets in a Minute and Watch the introduction to hear about another unusual month and some personal updates and news from two advisers.  We have an exciting new addition to our Financial Advice Centre team and one of our Adviser's is up to all sorts for charity, Grace Kelly Childhood Cancer Trust. 

July 2020 - Read Markets in a Minute and Watch the introduction from Piers to hear about how markets have grappled with the risks of a resurgence of COVID-19 cases, the optimism of a potential vaccine or cure and the continued support from governments and central banks. Read more....

May 2020 - Markets in a Minute: 

We thought this month would be a helpful time to reflect not only on the previous month’s market activity but to demonstrate the performance of invested funds over this period.

April 2020 - Markets in a Minute: 

These are indeed unprecedented times and we have seen this reflected in market activity in the last month where global shares had their best month in nearly a decade.

31 March 2020 - Coronavirus Update: Markets, Client FAQs and a Fraud Warning

18 March 2020 - Coronavirus update: Investments, Mortgages & 10% drop notifications in a volatile market

10 March - Coronavirus Market Update: Oil price plunge adds to stock market pressures

2 March 2020 - Coronavirus Update: How the virus is impacting your investments

25 February 2020 - Coronavirus Update: How is it affecting Markets?

December 2019 - Post Election Update:

Conservatives triumph in the general election, but what does it mean for investors? 

October 2019 - Markets in a Minute:  

UK investors will likely have endured losses from their investment portfolios in October however, these losses mask what is an improving story for the global economy.

September 2019 - Markets in a Minute

Markets delivered a positive return in July, maintaining the upward trend enjoyed so far this year.

August 2019 - Markets in a Minute

Markets delivered a positive return in July, maintaining the upward trend enjoyed so far this year. At the very end of the month, however, and into the early days of August, souring US-China trade rhetoric weighed heavily on market sentiment. 

June 2019 - Markets in a Minute

Global stock markets recovered smartly in June as US-China trade tensions eased and central bank policy moved further into expansive territory.

May 2019 - Markets in a Minute

Markets have endured their first negative month in 2019 after a blistering start to the year. Read more....

April 2019 - Markets in a Minute

Stock markets have enjoyed another positive month in April, building on the positive momentum from the first quarter... Read more

February 2019 - Markets in a Minute

The equity market recovery continued in February, though gains were more subdued relative to the sharp relief rally enjoyed in January. The dominant drivers of equity market performance remain the policy actions and intentions from the US and Chinese leadership; not UK domestic politics. Read more...

January 2019 - Markets in a Minute

Welcome to your first Markets in a Minute for 2019. Following the alarming stock market falls of ‘Shoctober’ and ‘Deathember’, global equities enjoyed a significant recovery in the first month of the year... Read more 

November 2018 - Markets in a Minute: 

We hope this will give you insight into the factors affecting your investment portfolio value and the current volatility across global markets. ... Read more 

October 2018 - Markets in a Minute: Welcome to your first Markets in a Minute monthly bulletin, looking back at what mattered to the markets in October. At Financial Advice Centre our Investment Committee meets monthly and we continue to speak regularly to top industry fund managers for greater insight into market conditions. This ensures your investments are reviewed and best placed to achieve your long term objectives. Below we have distilled the key points from the past month to give you an informative overview... Read more 

2018 - Autumn Budget

After Mondays budget we have come together as a company to look at the potential impact of the chancellors Autumn Budget, to summarise the changes in relation to personal finances... Read more