Market Update October 2023
End of central bank hiking? • Israel declared itself at war following a deadly Hamas assault in southern Israel. • Key global central...
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- Oct 17, 2023
Chetwood Investment Management Update October 2023
We continue to get evidence that the global economy can achieve a "Goldilocks" soft landing. This is a scenario where inflation is...
- Nov 4, 2022
Market Update October 2022
Equity markets stabilised somewhat during October, with the MSCI World Equity Index rising 3.9% and the FTSE 100 gaining 3.0%. The VIX...
- Oct 13, 2022
Market Update September 2022
As markets continue to wrestle with the current data, we continue to believe the turning point for the US Federal Reserve remains close, but
- Jul 22, 2022
Market Review July 2022
June proved a bleak month for almost all stock markets, concluding a merciless first six months of 2022. Whilst there was a modest...
- Jun 21, 2022
Market Review June 2022
May saw further unwelcome volatility in most stock markets. Reassuringly, inter-month losses were typically recovered by month-end, with...
- May 23, 2022
Market Review May 2022
April proved to be another volatile month, with most of the major stock and fixed interest markets weakening over the period on concerns...
- Apr 20, 2022
Market Review April 2022
Inflation and developments in Ukraine continued to dominate the headlines in March. Expectations prior to the invasion had been that...
- Mar 11, 2022
Market Review March 2022
February saw the unwelcome Russian invasion of Ukraine, bringing war back to Europe for the first time in 30 years. Besides the ongoing...
- Feb 16, 2022
Market Review February 2022
The start of 2022 proved an eventful one, with markets adjusting to the evolving interest rate outlook. The backdrop favoured “value” as...
- Jan 17, 2022
Market Review January 2022
As the curtain fell on 2021 most stock markets posted strong gains, with European and UK indices leading the pack. In spite of some...
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