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...
Read More

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...
Read More

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...
Read More

RiverPeak Wealth Monthly Update for August 2018

Global Market Overview In July there was a rebound in global stock markets with the MSCI World up 3.79%. Concerns about trade wars persist but the strength in corporate earnings was sufficient to propel developed equity markets higher. The S&P 500 rose 4.36% whilst the best performing market for sterling-based investors was Europe, which returned 5.06% and was boosted by the relative stren...
Read More

Global Market Overview After a challenging first quarter, investors were given some respite in April with positive returns across all markets. It seems that stronger earnings momentum, particularly in the US, offset concerns about geo-politics, trade wars and rising inflationary pressures. The MSCI World index rose by 3.02% over the month in sterling terms. Reversing the trend of the pa...
Read More

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...
Read More

RiverPeak Wealth Monthly Update for January 2018

Global Market Overview Global markets ended a strong year with a traditional “Santa” rally in the UK which saw the two main UK indices achieve record highs for the second year in a row. The FTSE 100 rose 5.03% in December whilst the FTSE 250 (ex Investment Trusts) returned 4.39%. Over the year, the leading 100 companies, which, in aggregate, derive over 70% of their revenues from overseas, had ...
Read More

RiverPeak Monthly Update for November 2017

Global Market Overview October was firmly “risk on” with strong returns across all markets. Currency was much less of a factor with the dollar strengthening modestly, the Euro weakening and the Yen flat. During the month, the MSCI All Country World Index reached record highs in Sterling, Euros and US dollars. The standout performer was Japan which returned 5.54%, following Prime Minister Abe’s ...
Read More