RiverPeak Wealth Monthly Update for January 2021

Global Market Overview – January 2021  2021 kicked off with yet another historic moment. Mobs of Trump supporters stormed the US Capitol after the then president demanded support for the claim that he, not Biden, was the real election victor. Despite this attempt to overthrow democracy, the US congress confirmed Biden as president of America. Putting Trump in the rear view mirror might now be m...
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RiverPeak Wealth Monthly Update for December 2020

Global Market Overview – December 2020 Socially, December 2020 was always going to be one of the strangest ever experienced in the UK, with restrictions curtailing the usual holiday festivities. However, the continued shifting of exactly what the government’s social distancing policies entailed, meant that the month was even more disrupted than we had expected – with the bad news culminating in...
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Coronavirus Update

Coronavirus (COVID-19) Final 2020 Update Shortly after our last update, following a lacklustre period for share prices, it was announced on 6th November that Pfizer BioNTech’s vaccine was over 90% effective, prompting a rally in global equity markets.  This was led by the UK which rose 14.34% from 3rd November to 17th December outperforming the MSCI World index which rose 9.74%. (Source: FE Ana...
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RiverPeak Wealth Monthly Update for November 2020

Global Market Overview – November 2020  The US election kicked off November, with Joe Biden ultimately achieving victory over Donald Trump. Markets responded positively despite the former President’s ongoing (and somewhat desperate) attempts to claim victory via the courts. The US is now set for a period led by a Democratic president and a Republican senate – which has historically been a combi...
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RiverPeak Wealth Monthly Update for October 2020

Global Market Overview – October 2020 October was dominated by negative COVID-19 headlines, with a splash of US election fear added to the mix. As virus case numbers climb, and lockdowns begin again, it can be difficult to separate near-term emotions from the long-term outlook. However it is important to think about the big picture. When we step back, we remain optimistic about a global reco...
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Coronavirus Update

Coronavirus (COVID-19) Update – 30th October 2020 Since our last update, the weather has turned distinctly autumnal, the clocks have gone back and a so-called “second wave” of virus infections appears to be taking hold across Europe. The UK is grappling with a multi-tiered system of coronavirus restrictions whilst France has just announced a second national lockdown.  Meanwhile, across the pond...
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RiverPeak Wealth Monthly Update for September 2020

Global Market Overview – September 2020 In September our optimistic view on the outlook for risky assets was challenged almost immediately by the political and media narrative of a second wave of COVID-19. As schools reopened and the weather turned colder, the UK started to see a rise in positive tests. Local lockdowns began to occur throughout the country. The (understandable) negative soci...
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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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