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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RiverPeak Monthly Update for September 2018

Global Market Overview After July’s positive returns, a traditional summer slump took place in August, across most markets, as investors took account of rising tensions between the US and the rest of the world. Most equity markets and risk assets sold off, with the exception of the US, where the S&P 500 surged 4.14% in sterling terms, returns once again being bolstered by a stronger US dollar....
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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...
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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...
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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...
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