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2nd May 2023
Our latest investment commentary covering April
A remarkable feature of stock markets is their propensity for cognitive dissonance, where deeply held beliefs or behaviours are tested by conflicting new information. As I write this, the US Federal Reserve (Fed) Chair Jay Powell has announced his policy committee’s decision on interest rates, another hike of 0.25%, now having risen more than 20-fold in a year.
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3rd April 2023
Market update report from Graham Bentley, Chief Investment Officer
Almost sixty years ago, during a speculative attack on sterling following Labour’s election victory, new Prime Minister Harold Wilson quipped to lobby journalists that “a week is a long time in politics”. March 2023 has demonstrated that it is also a month of Sundays in economics. While markets continue to navigate a European war, rampant inflation and aggressive interest rate hikes, along comes a banking crisis.
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20th March 2023
Market update report from Graham Bentley, Chief Investment Officer
Yesterday was something of a high news day – a usually headlining Budget speech has been upstaged by yet more shenanigans on global stock markets.
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10th March 2023
March 2023 Market update report from Head of Avellemy Private Wealth, Stephen Lennon
On Tuesday 7th March, the Chair of the US Federal Reserve (Fed), Jerome Powell, warned that US interest rates will probably have to be raised “higher than previously anticipated”.
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14th February 2023
(Feb) Market update report from Head of Avellemy Private Wealth, Stephen Lennon
Over the past two weeks the key events have been the central bank monetary policy decisions from the Bank of England (BoE), US Federal Reserve (Fed) and the European Central Bank. We have also progressed through the latest earnings season in the US, with more than half of S&P 500 companies having now reported their results for Q4 2022.
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9th February 2023
Our latest investment commentary covering January 2023
Welcome to a new year of fresh challenges and, I believe, rather more positive news for investors than was delivered through 2022. If January was any indication of a developing trend, the outlook is certainly more optimistic.
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31st January 2023
January 2023 - Market update report from Head of Avellemy Private Wealth, Stephen Lennon (2)
This a shorter update as there is not much to report from the past two weeks. Market narratives remain the same.
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16th January 2023
January 2023 - Market update report from Head of Avellemy Private Wealth, Stephen Lennon
Happy New Year! After a torrid year last year, I’m sure many will be hoping for a less turbulent time in financial markets over the coming 12 months.
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