RiverPeak Wealth Monthly Update for September 2019

Global Market Overview Tit for tat trade proclamations between the US and China in August and increasing concerns about growth caused a widespread sell-off in global equities as investors sought the relative safety of government bonds. The MSCI World index declined by 1.51%. Japan proved the most resilient of the major markets in sterling terms with the TSE TOPIX index falling 0.62% after th...
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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 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 January 2018

Global Market Overview Global markets ended a strong year with a traditional “Santa” rally in the UK which saw the two main UK indices achieve record highs for the second year in a row. The FTSE 100 rose 5.03% in December whilst the FTSE 250 (ex Investment Trusts) returned 4.39%. Over the year, the leading 100 companies, which, in aggregate, derive over 70% of their revenues from overseas, had ...
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RiverPeak Wealth Monthly Update for September 2017

Global Market Overview Global markets shrugged off geo-political risks in the form of North Korea’s nuclear missile tests to generate positive returns in August putting paid to the adage “Sell in May and go away”. The MSCI World index returned 5.53% in the three months to 31st August. For sterling based investors this return was boosted by exposure to the Euro which appreciated some 9% versus t...
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RiverPeak Wealth Monthly Update for August 2017

Global Market Overview Following a lacklustre month in June, returns across all asset classes in sterling terms were positive in July. The oil price spiked upwards following moves by Saudi Arabia to cut exports and a reported drop in US crude and fuel stockpiles. The S&P 500 index reached record highs, returning over 2% in dollar terms but a UK based investor fared better investing in Europ...
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RiverPeak Wealth – Monthly Update for May 2017

TheView Monthly Update – May 2017 At the start of this year we were delighted to welcome Shauna Bevan to the newly created role of Head of Investment Advisory at RiverPeak. This is Shauna’s first investment monthly update, in which she summarises what has happened in global financial markets in the first four months of this year and assesses how RiverPeak’s portfolios have fared. She homes in ...
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Awards – Yes please!

We are really pleased to let you know that RiverPeak Wealth has been shortlisted in the prestigious WealthBriefing European Awards 2016 in two categories, we think a brilliant achievement. Firstly, in the category of Pensions Advisor of the Year. We are particularly very grateful to all of the judges for this accolade, even more so to be shortlisted in a year where the implementation of changes to...
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