Quarterly Commentary

Quarterly Investment Commentary

This is where we will keep you up to date regarding our Investment Commentary’s.


  • Q1 Investment Update – 2021 Review

    Q1 Investment Update – 2021 Review

    The first quarter of 2021 was somewhat of a return to normal given the extraordinary events of 2020. Global stockmarkets enjoyed a good quarter, value stocks have had a good couple of quarters and…

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  • Q4 Investment Update – 2020 Review

    Q4 Investment Update – 2020 Review

    We suspect that in many cases, 2020 will be one to forget for most of our clients. Fortunately we haven’t lost anyone to Covid19 so far but know several clients who have suffered ill…

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  • Q2 Investment Update – Wild ride.

    Q2 Investment Update – Wild ride.

    The last three years have given us two large market crashes (Q4 2018 & Q1 2020) followed by incredibly strong recoveries (Q1 2019 & Q2 2020). It has been a wild ride. Mixing your…

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  • Q1 Investment Update – What a quarter!

    Q1 Investment Update – What a quarter!

    Well what a quarter that was! The global stockmarket having given investors 20% in 2019 took it back in full, in just four weeks. Coronavirus was the obvious trigger but markets looked too optimistically…

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  • Q4 Investment Update – Roaring Twenties?

    Q4 Investment Update – Roaring Twenties?

    The end of a decade has no real meaning other than the meaning we give it and is just an arbitrary measure of time. It is jolly useful though for investment commentary writers who…

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  • Q3 Investment Update – Calm before the storm?

    Q3 Investment Update – Calm before the storm?

    Quarter 3 moved sideways, upways, downways and every which way in response to hints of lower UK interest rates, Trump’s continued incompetence in dealing with the Chinese, the European Central Bank reducing interest rates/reintroducing…

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  • Q2 Investment Update – When will the music stop?

    Q2 Investment Update – When will the music stop?

    The first six months of 2019 have been extremely positive for investors and the best strategy has continued to be (as with the last decade) to buy equities as cheaply as possible. There were…

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  • Q1 Investment Update – Keep Calm & Stay Invested

    Q1 Investment Update – Keep Calm & Stay Invested

    Following the losses of last quarter this quarter decided to play mind games with investors as world stockmarkets posted near to double digit positive returns. If the nerves of ordinary investors weren’t already frayed…

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  • Q4 Investment Update – Ignore this update

    Q4 Investment Update – Ignore this update

    Quarter 4 of 2018 was an unforgettable one for investors and hopefully only a painful memory now. The same forecasters who couldn’t tell you in advance where the declines were going to come from…

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  • Q3 Investment Update – Twinkie Coke Float

    Q3 Investment Update – Twinkie Coke Float

    Quarter 3 saw a little less trauma in global markets compared with Q1 and Q2 this year, although no letup in the relentlessly negative newsflow and bonkers politics. Investors were noticeably more nervous this…

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