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Investment update

Read the latest investment environment updates from our investment advisers.

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Previous updates

July investment update banner
16 Aug 2023
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Investment update - July 2023

While July saw continued hiking from central banks, there was an overall dovish tilt in market sentiment.
June investment update banner
26 July 2023
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Investment update - June 2023

Markets continued to perform their monthly investor sentiment see-saw in June, positively rebounding from the caution demonstrated through May.
Investment update banner May 2023
29 June 2023
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Investment update - May 2023

May saw more cautious markets in response to a string of negative news, retreating from the more positive sentiment of the previous months.
April investment newsletter banner
30 May 2023
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Investment update - April 2023

April saw continued improvement in investment sentiment following bank collapses in the US and Europe in March.
Investment update banner March 2023
17 Apr 2023
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Investment update - March 2023

March proved a mixed one for the global economy. A handful of banks collapsed in the United States and Europe, however inflation continues to ease.
Investment update February 2023 banner
31 Mar 2023
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Investment update - February 2023

February saw a moderate reversal of January’s rally across both risk and defensive assets.
January investment update banner
21 Feb 2023
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Investment update - January 2023

The 2023 calendar year commenced with a strong rally across both growth and defensive asset classes, with growing optimism about a peak in inflation.
December investment update banner
25 Jan 2023
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Investment update - December 2022

2022 closed on a pessimistic note, central banks across developed economies continuing to tighten policy settings amid persistently high inflation.
November investment update banner
21 Dec 2022
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Investment update - November 2022

Global economic uncertainty continued throughout November. Looking ahead to next year, the global economy may experience a recession in 2023.

October investment update banner
15 Nov 2022
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Investment update - October 2022

In October, the themes we've come to expect remain. However, there is some suggestion that more-positive news may be on the way in the near term.
September investment update banner v2
21 Oct 2022
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Investment update - September 2022

Markets continued to grapple with global economic uncertainty over the past month. A firm commitment by the US Federal Reserve to contain inflation...
August 2022 investment update banner
26 Sept 2022
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Investment update - August 2022

August saw a moderate reversal of July’s risk asset rally, with ongoing inflationary pressures, rising concerns over the supply of Russian gas to...

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