Global equities ended a strong year on a weaker note as equity and bond markets both reacted negatively to guidance from the Federal Reserve (FED) that US interest rates will be cut by less than previously expected. The FED’s dot plot now indicates that interest rates will be cut twice in 2025, down from the four cuts forecast when the …
December 2022 Market Commentary
2022 was an exceptionally difficult year for investment markets with the three main asset classes, equities, bonds and real estate all posting significant declines. For stockmarkets it was the worst year since the financial crisis in 2008, while bonds posted their biggest loss in more than a generation. A range of factors combined in the first half of the year …
Enhanced Transfer Values
BACKGROUND Enhanced transfer values are becoming more prevalent as companies aim to reduce their pension scheme liabilities. Here, we detail the rationale behind the notion of enhanced transfer values and the factors you should consider when reviewing an offer, and how it compares to your defined benefit pension. Low expected returns from investments and increasing annuity prices have resulted in …
Market Commentary Mid June 2013
Recent Market Movements and Investment Portfolio Strategy Markets have been quite volatile since the end of May with significant weakness across all major asset classes. Unusually, there has been a high level of correlation across asset classes with bonds, equities, commodities and real estate assets all falling. There appears to have been three main factors driving the deterioration in investor …
Investment Markets in March 2013
Equity markets shrugged off concerns following the inconclusive Italian elections in late February and gained strongly to their close on March 14th. However, the bundled bail out of Cyprus was the catalyst for significant weakness in European markets to month end led by peripheral markets and the banking sector. Elsewhere equity markets continued to gain on the back of firmer …
- Page 1 of 2
- 1
- 2