RiverPeak Wealth Monthly Update for January 2020

Global Market Overview Returns from global equities were strong again in December, rounding off a year in which all assets classes performed well, not only beating inflation but often generating double digit returns. The MSCI World index ended the year up 22.74%. In December the index rose 0.57% but this return was pared back by sterling’s strength versus the dollar. In local currency terms the...
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RiverPeak Wealth Monthly Update for December 2019

Global Market Overview Global equity markets continued to move higher in November. Trade negotiations between the US and China seem to have been constructive with no further escalation in tariffs.  Developed market equities outperformed emerging market equities with the S&P 500 achieving the highest return. The best performing sub-market was the FTSE 250 which outperformed the FTSE 100 as ...
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RiverPeak Wealth Monthly Update for November 2019

Global Market Overview October was a positive month for global equities as the US and Chinese authorities moved closer towards a partial deal on trade. However, a strong bounce in sterling as the prospect of a “no deal” Brexit outcome on 31 October receded meant that for sterling investors returns from overseas investments were negative. As risk appetite improved over the month government bonds...
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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 July 2019

Global Market Overview Following last month’s setback, central banks, in June, once again intervened to bolster market confidence with the Federal Reserve and the European Central Bank both indicating that they were ready to provide the necessary monetary stimulus to shore up faltering economies. “Don’t fight the Fed” is a phrase we have used on more than one occasion and market participants ...
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RiverPeak Wealth Monthly Update for June 2017

Global Market Overview Hopes of a trade deal between the US and China evaporated in May when the US raised tariffs on $200 billion of Chinese imports from 10% to 25%. China retaliated by increasing the tariffs on $60 billion of imports from the US from a range of 5-10% to 5-25%. As a result, global markets, which rose for the first four months of the year, suffered a setback. The MSCI W...
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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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