Blog Posts | Niche Private Clients

16 Articles

Market Update ×

The last week has seen volatility in markets spike higher and stock markets fall. You will no doubt see a raft of headlines on the stock market action with the focus of the argument being on whether t...

Market Update

5 Aug 2024 News

Aled Phillips

Market Update with Aled Phillips

It was a generally mixed end to spring in terms of global markets. Asset classes in the UK generally performed well, and despite the calling of a General Election, markets remained fairly un-moved. In...

Market Update

5 Jun 2024 News

Aled Phillips

Market Update with Aled Phillips

With the new financial year well underway, this month’s market update takes a look at the past 12 months across global markets. Indeed, the last year has been very good for globally diversified invest...

Market Update

23 May 2024 News

Aled Phillips

Market Update with Aled Phillips

March saw stocks continuing to perform well, finishing up 3% and year to date 9.5%. Bond markets however, struggled somewhat, generating a small gain of 0.9% – but YTD down 0.1%. The other major asset...

Market Update

8 Apr 2024 News

Aled Phillips

Market Update with Aled Phillips

February was another strong month for global stocks - which gained 5% - and a continuation of the positive movement that we saw in December and January. The month ended with the Nasdaq closing at reco...

Market Update

4 Mar 2024 News

Aled Phillips

Market Update with Aled Phillips

After another volatile year, we look back on 2023 from an unexpectedly strong position, following large market rallies through much of November and December. Continued falling inflation and expectatio...

Market Update

7 Feb 2024 News

Rhys Hicks

Market Update with Aled Phillips

In today’s update, we’ll take a deep dive into the key market movements seen across the globe throughout November. Global equities continue to perform robustly November proved to be the strongest mont...

Market Update

7 Dec 2023 News

Aled Phillips

Autumn Statement: What you need to know

The Autumn Statement delivered yesterday by Chancellor of the Exchequer, Jeremy Hunt, had long been earmarked by many to include a host of tax cuts and pro-business measures. While the headline announ...

Market Update

23 Nov 2023 News

Aled Phillips

Market Update with Aled Phillips

The last month was tough for markets with all major asset classes, aside from gold (+7%), experiencing losses. This saw global equities fall by 2.5% and commodities suffer most with a 5% drop. Bonds, ...

Market Update

1 Nov 2023 News

Aled Phillips

Market Update with Aled Phillips

Since our previous update in September, global markets continue to be influenced by a range of forces. As always, these are shorter term movements and are accounted for within your financial plans. It...

Market Update

5 Oct 2023 News

Aled Phillips

Market Update with Aled Phillips

As ever, these articles are not a call to action but an explanation of the economic factors affecting your portfolios. These short-term movements are not relevant in the longer term, but important to ...

Market Update

6 Sep 2023 News

Aled Phillips

Market Update with Aled Phillips

Global financial markets have been grappling with a mix of factors over recent months, which has led to a degree of turbulence for investors. From persistent inflation concerns to signs of economic re...

Market Update

9 Jun 2023 News

01633 851805 • 020 3878 3025

[email protected]

5 & 6 Waterside Court, Albany Street, Newport, NP20 5NT

Chancery House, 53-64 Chancery Lane, London, WC2A 1QS

01633 851805 • 020 3878 3025
[email protected] 5 & 6 Waterside Court, Albany Street, Newport, NP20 5NT

Chancery House, 53-64 Chancery Lane, London, WC2A 1QS