Coronavirus Update

Coronavirus (COVID-19) Update – 14th September 2020 It has been seven weeks since our last coronavirus update and, in some areas,, there has been lots of change and in others, very little.  It has been hard to keep track of which countries are on or off the UK quarantine list but, whether or not they managed to squeeze in a foreign holiday, some semblance of normality has resumed for most famil...
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Coronavirus Update

Coronavirus (COVID-19) Update – 24th July 2020 Despite news of rising infection rates in the US and elsewhere, notably Japan and Hong Kong, equity investors were rewarded with further positive returns over the past two weeks.  The MSCI World index has advanced just shy of 3% in the last fortnight and since the start of the year has generated a respectable 3.73%.  The best performing region has ...
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Coronavirus Update

Coronavirus (COVID-19) Update – 10th July 2020 Markets continued to make progress during the past fortnight with notable outperformance by Asia and Emerging Market indices. Since the lows on 23rd March most major equity markets are up around 30% in sterling terms. Indeed a sterling-based investor who only looked at half-yearly valuations would be perhaps be a little disappointed by the low sing...
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Coronavirus Update

Coronavirus (COVID-19) Update – 26th June 2020 There has been little of note to distinguish the past fortnight from previous ones.  There has been some good news on the health front with reports that a commonly used and widely available drug called Dexamethasone had proved to be successful in limiting the likelihood of the patient dying in severe cases of Covid-19. This is, of course, to be wel...
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Coronavirus Update

Coronavirus (COVID-19) Update – 12th June 2020 In the past fortnight the lifting of lockdowns has accelerated with a concomitant pick-up in economic activity, a welcome development for many but increasing the risks of a second wave of infections.  Also, for the first time in months, headlines containing news of the virus have been superseded by the reports of, and reaction to, the shocking deat...
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RiverPeak Wealth Monthly Update for April 2020

Global Market Overview The sharp sell-off that began towards the end of February accelerated into March, as investors dramatically moved to ‘price in’ the increasing inevitability of a deep recession caused by the attempts of governments around the world to reduce the number of deaths from COVID-19. Volatility was exceptionally high and automatic circuit breakers in the US meant that the stock...
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RiverPeak Wealth Monthly Update for March 2020

Global Market Overview After initially shrugging off concerns about the coronavirus (COVID-19), investors started to respond negatively to news that the outbreak was spreading beyond China. Sharp falls in the last week of February resulted in a negative month across global equity indices. A stronger yen and dollar, both traditionally viewed as safe haven currencies, pared back losses for sterli...
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