RiverPeak Wealth Monthly Update for May 2021

Global Market Overview – May 2021 The media found a new worry in May as the Indian variant took over newspapers. With all headlines, especially COVID-related ones, it’s important to remember that the goal of a journalist isn’t always to produce useful and informative news; it might be to write something that will sell. We can’t be sure that new COVID variants won’t jeopardise lifting of UK rest...
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RiverPeak Wealth Monthly Update for March 2021

Global Market Overview – March 2021  March marked the one-year anniversary of the first COVID lockdown. Although it might not feel like it, the end is very much in sight. The “third wave” COVID headlines will dominate, but we believe that the ongoing vaccine programmes still offer an overwhelming reason to be positive. In the UK, cases are still falling and deaths are plummeting as most of t...
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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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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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RiverPeak Wealth Monthly Update for August 2020

Global Market Overview – August 2020 There is a sense that the world is returning to normal. Many people have taken full advantage of the ‘Eat Out to Help Out’ scheme, which has ensured a return of atmosphere to pubs, cafes and restaurants. We have started to see this recovery come through in recent economic data. Notably, manufacturing and nonmanufacturing data across the US, UK, Europe and...
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RiverPeak Wealth Monthly Update for July 2020

Global Market Overview – June 2020 In June we saw the government in England relax restrictions by allowing shops to re-open and the easing of the 2-metre rule. This is a key development for the economy as it allows businesses to start plotting a path back to normal. Of course, different policy speeds in Wales, Northern Ireland and Scotland muddy the picture somewhat for the entire UK, but almos...
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RiverPeak Wealth Monthly Update for June 2020

Global Market Overview Global equities continued to advance in May as investors responded to the resumption of economic activity with an increasing number of countries starting to ease lockdown measures.  The announcement of further economic stimuli also provided a boost to risk appetite. The MSCI World generated a return of 6.95% in sterling terms.  Sterling weakened versus the dollar and ...
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