RiverPeak Wealth Monthly Update for April 2019

Global Market Overview Global equities advanced for a third consecutive month, rounding off a quarter which saw portfolio valuations rebound after a torrid end to 2018. Tensions between the US and China continued to ease and central banks retained an accommodative stance with regard to interest rates, setting the stage for a continuation of the benign environment beloved by market participant...
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RiverPeak Wealth Monthly Update for March 2019

Global Market Overview The appetite for riskier assets was evident again in February as investors focused on the easing tensions between the US and China. Advances in global equity indices were not quite as strong as they had been in January, but every region recorded a positive result in local currency terms. Strength in sterling meant that returns from Japanese and Emerging Market indices ...
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RiverPeak Wealth Monthly Update for February 2019

Global Market Overview The start to 2019 has been much more positive for investors than the end of 2018. Global equities made good gains in January, recovering some of the ground lost in the fourth quarter of last year. The key reason for this seems to have been a reversal in the US Federal Reserve’s policy towards interest rates, with an indication that any further increases would depend on...
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RiverPeak Wealth Monthly Update for January 2019

Global Market Overview Any hopes of a so-called Santa rally were short-lived in December with all major markets posting losses for the month. Despite November’s brief respite, the fourth quarter turned out to be the worst in the last seven years. Investors have lost confidence against a backdrop of rising US central bank interest rates, a sharp slowdown in Eurozone business confidence, weaker...
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RiverPeak Wealth Monthly Update for December 2018

Global Market Overview After the trauma of October, there was some respite in November although markets remain skittish and only really stabilised towards the end of the month when a meeting between President Xi and President Trump at the G20 indicated a potentially more positive outcome to trade talks between the US and China. There was also a boost provided by the Chairman of the Federal Res...
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RiverPeak Wealth Monthly Update for November 2018

Global Market Overview October proved to be a torrid month in global equity markets with the most significant monthly declines we have seen for six years. The MSCI World index fell 6.8% over the month. Many markets in local currency terms have come close to correction territory this year, defined as a fall of 10% or more, whilst the MSCI Emerging Markets index is nearing a bear market (a fal...
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RiverPeak Wealth Monthly Update for October 2018

Global Market Overview Asset classes produced mixed returns in September with most equity market eking out positive returns whilst government bond prices declined. The MSCI World index rose a modest 0.23% with the UK, US and Japan providing positive returns which were offset by Europe and Emerging Markets where investor sentiment continues to be negative. The best performing market was Japan w...
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RiverPeak Wealth Monthly Update for September 2018

Global Market Overview After July’s positive returns, a traditional summer slump took place in August, across most markets, as investors took account of rising tensions between the US and the rest of the world. Most equity markets and risk assets sold off, with the exception of the US, where the S&P 500 surged 4.14% in sterling terms, returns once again being bolstered by a stronger US dollar....
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RiverPeak Wealth Monthly Update for August 2018

Global Market Overview In July there was a rebound in global stock markets with the MSCI World up 3.79%. Concerns about trade wars persist but the strength in corporate earnings was sufficient to propel developed equity markets higher. The S&P 500 rose 4.36% whilst the best performing market for sterling-based investors was Europe, which returned 5.06% and was boosted by the relative stren...
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RiverPeak Wealth Monthly Update for July 2018

Global Market Overview After a strong start, investor confidence was knocked in the latter part of June by President Trump’s harsh trade and foreign policy rhetoric. The MSCI World index closed up a relatively modest 0.74% in sterling terms. The best performing market was the S&P 500 which returned 1.37% as the US dollar continued to strengthen versus the pound rounding off a strong quarter ...
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