Investment Quarterly - January 2019

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Date: 24/01/2019

20/03/2025

Investment Commentary - February 2025

February was another month where the headline returns didn’t really convey the whole story. On the face of it, most asset classes had a reasonably good month, continuing their good start to the year, with many equity markets hitting new highs by mid-month.

10/02/2025

Investment Commentary - January 2025

It was a strong start to the year for risk assets, with the S&P 500 and Stoxx 600 hitting new all-time highs during the period. Since January often sets the tone for the year ahead, investors are hopeful of this phenomenon persisting.

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14/01/2025

Investment Commentary - December 2024

There was no Santa rally for equities this year, which stumbled in December. After an initial run-up on the back of Donald Trump’s election victory in early November, markets subsequently gave back some of those gains as the year drew to a close.

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11/12/2024

Investment Commentary - November 2024

Equity markets bounced back in November, delivering their best monthly return in over a year. A decisive victory for Donald Trump and the Republican party in the US election triggered a strong rally for US equities, which recorded fresh all-time highs.

The value of your investment can go down as well as up, and clients can get back less than originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Prevailing tax rates and relief are dependent on individual circumstances and are subject to change.