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 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 March 2018

Global Market Overview As mentioned in last month’s note, at the end of January there was an abrupt reversal of the upward trend in equities that investors have enjoyed for the previous fifteen months. This gathered pace in February as concerns about rising inflation and a change in the accommodative policies of central banks caused a spike in volatility and a sharp decline in global stock ma...
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RiverPeak Wealth Monthly Update for February 2018

Global Market Overview The new year started on a positive note with strong performance from global equities. The MSCI AC World Index reached a record high during the month with Emerging Markets and Asia Pacific ex Japan the leading markets. The only exception was the UK where the 5% move in sterling vs the dollar weighed on the valuations of UK companies. Government bonds declined in value as...
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