investment management

MARKET VIEW w/e 29th March 2019

MARKET VIEW w/e 29th March 2019 981 980 Realm

The U.K. Stockmarket The Brexit situation got even more fraught this week as the Prime Minister’s proposed EU withdrawal agreement was voted down for a third time. Theresa May may come back a fourth time but most agree it would have to be with a softer Brexit plan. Other options include calling a general election or pushing for a no-deal…

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MARKET VIEW w/e 22nd March 2019

MARKET VIEW w/e 22nd March 2019 981 980 Realm

The U.K. Stockmarket The U.K. stock market was lower this week. Late in the week the EU agreed to give the UK more time to organise Brexit. Donald Tusk, EU Council President said “all options remain on the table”. Sterling rallied back but the U.K. stock market fell with other global markets as weak German manufacturing data refocused investors on…

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MARKET VIEW w/e 15th March 2019

MARKET VIEW w/e 15th March 2019 981 980 Realm

The U.K. Stockmarket The U.K. stock market was higher this week. Brexit dominated the news again as MPs voted to seek an extension to the deadline date. The Prime Minister may also bring her deal back for a third “meaningful vote” this coming week and if passed this time she will ask for a short extension to finalise the arrangements.…

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MARKET VIEW w/e 8th March 2019

MARKET VIEW w/e 8th March 2019 981 980 Realm

The U.K. Stockmarket The U.K. stock market was lower this week. The ECB surprised on Thurday by keeping rates at current levels (until 2020 at least) and announced new stimulus to combat slowing economic growth. There was also disappointing trade data from China and a much worse-than-expected U.S. jobs report on Friday. On the Brexit front, Prime Minister Theresa May…

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MARKET VIEW w/e 1st March 2019

MARKET VIEW w/e 1st March 2019 981 980 Realm

The U.K. Stockmarket Opposition to Theresa May’s Brexit deal from leading Eurosceptics seemed to soften this week and sterling rallied strongly. This didn’t help UK stocks which were generally lower this week. Sentiment was helped though by better-than-expected Chinese manufacturing data and increased optimism that the U.S. and China could reach agreement over the trade dispute. Our Breadth indicator stayed…

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MARKET VIEW w/e 22nd February 2019

MARKET VIEW w/e 22nd February 2019 981 980 Realm

The U.K. Stockmarket The U.K. stock market was slightly lower this week. The Fitch rating agency declared a negative watch on the UK’s AA credit rating as Brexit uncertainty continues. Even so, the Pound moved higher for most of the week and employment data showed that the jobs market is improving. Theresa May is expected to ask the EU for…

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MARKET VIEW w/e 15th February 2019

MARKET VIEW w/e 15th February 2019 981 980 Realm

The U.K. Stockmarket The UK Stock market was higher this week. Data from the ONS showed that retail sales jumped last month. MPs voted against a motion endorsing the government’s strategy over Brexit. Globally, investors are hoping that trade talks between the U.S. and China, which are continuing next week, will resolve with a deal. Data showed Europe’s economy is…

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MARKET VIEW w/e 8th February 2019

MARKET VIEW w/e 8th February 2019 981 980 Realm

The U.K. Stockmarket The UK Stock market was slightly higher this week. The EU agreed to resume Brexit talks but dismissed any idea of reopening the withdrawal agreement. To many observers Theresa May is planning to run down the clock and gamble on her deal being backed at the last minute to avoid a no-deal outcome. The BoE left interest rates…

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MARKET VIEW w/e 1st February 2019

MARKET VIEW w/e 1st February 2019 981 980 Realm

The U.K. Stockmarket The UK Stock market was higher this week. Large-cap stocks out-performed as the Pound fell. Sterling weakness followed a Commons vote to support renegotiating key points in the Brexit deal – even though the EU have warned this will increase the chances of a no-deal outcome. The Italian economy fell into recession and data showed that the…

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MARKET VIEW w/e 25th January 2019

MARKET VIEW w/e 25th January 2019 981 980 Realm

The U.K. Stockmarket The U.K. Stockmarket was lower this week; currency traders seem to be pricing in the idea that a ‘no-deal’ Brexit will not become a reality. The large-cap FTSE100 under-performed due to a strong rally in sterling this week. UK data showed mortgage approvals falling for a second consecutive month and that credit card lending growth was slowing.…

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