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 April 2021

Global Market Overview – April 2021 During the first month of Q2, headlines have been a complete mix of good, bad, and hysterical. The increase in COVID deaths and cases through the developing world have been tragic. And unfortunately, it’s more than likely that the numbers in places such as India will get worse before they get better. At the end of April, India recorded over 360,000 confirmed ...
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RiverPeak Wealth Monthly Update for November 2019

Global Market Overview October was a positive month for global equities as the US and Chinese authorities moved closer towards a partial deal on trade. However, a strong bounce in sterling as the prospect of a “no deal” Brexit outcome on 31 October receded meant that for sterling investors returns from overseas investments were negative. As risk appetite improved over the month government bonds...
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RiverPeak Wealth Monthly Update for August 2019

Global Market Overview After a strong first half, market returns in July were more muted as trade tensions continued to cause concern. However, for sterling-based investors the relative strength of the dollar, euro, and yen meant that investments overseas generated strong returns. Thus, whilst in local currency terms the MSCI World index rose 1.18%, this translated into a return of 4.46% in s...
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RiverPeak Wealth Monthly Update for June 2017

Global Market Overview Hopes of a trade deal between the US and China evaporated in May when the US raised tariffs on $200 billion of Chinese imports from 10% to 25%. China retaliated by increasing the tariffs on $60 billion of imports from the US from a range of 5-10% to 5-25%. As a result, global markets, which rose for the first four months of the year, suffered a setback. The MSCI W...
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RiverPeak Wealth Monthly Update for May

Global Market Overview After a strong first quarter, global equities, across the board, rose again in April, boosted by more positive economic data, some better than expected corporate results and the ongoing support of central banks which remained in accommodative mode. The MSCI World index advanced 3.50%. The FTSE World Europe ex UK index rose 4.03%, closely followed by the S&P 500 inde...
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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...
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RiverPeak Wealth Monthly Update for December 2018

Global Market Overview After the trauma of October, there was some respite in November although markets remain skittish and only really stabilised towards the end of the month when a meeting between President Xi and President Trump at the G20 indicated a potentially more positive outcome to trade talks between the US and China. There was also a boost provided by the Chairman of the Federal Res...
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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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