News & Insights

September proved to be a difficult month for investors, with a potent cocktail of economic and geo-political uncertainty pushing valuations lower pretty much across the board, says Courtiers Deputy Fund Manager, James Timpson. The market’s unfavourable reaction to Kwasi Kwarteng’s so-called mini-budget hit the pound hard against the dollar, although it subsequently staged a recovery, while markets began October more positively.

The rising cost of living weighed heavily on global equity markets in August. Fixed income markets also saw declines. James Timpson, Courtiers Deputy Fund Manager reflects on a month, where emerging markets stood out as one of the few to buck the trend.

After the doom and gloom of June, world markets rallied by nearly 8% in July. James Timpson, Courtiers Deputy Fund Manager looks back at a month that was noticeable for a reversal of some recent trends, with US tech stocks Apple and Amazon advancing, bonds staging a recovery and oil prices falling back as a result of a slowdown in the Chinese economy.

Global equity markets are down 18% since the start of the year, the biggest decline in the first six months of the year since 1970. James Timpson, Courtiers Deputy Fund Manager reflects on another tough month for investors.

Courtiers Deputy Fund Manager, James Timpson, looks at a volatile yet positive month for markets.

A sharp decline in the S&P 500 index, a resilient FTSE 100 and positive returns for commodities, are three of the standout features of James's roundup of global markets in April.

James looks back at a month in which despite high levels of volatility global developed market equities performed strongly.

As the Ukraine crisis continues to unfold, James reviews what turned out to be a dramatic month for global markets, with the FTSE100 one of the few markets to reverse the downward trend.

In conversation with Leo, James looks back at October, a month when global economic concerns failed to put a dampener on the optimism of investors and the upward momentum of markets.

James looks back at September, a month in which global equity markets faltered as a result of a cocktail of economic concerns and the spread of the delta variant of Covid, particularly in the US.