Category: IC Insights
Investment Review Quarter 2 2017
Market Review of Quarter Two After a strong start to the year, global stock market momentum faltered through Q2. Without substance, initially the rally continued, however, economically things weren’t looking that good. We’d had a series of poor data releases both in the UK…
Ashley Brooks
14th July, 2017
The investment industry is terrible at making things simple. It likes to hide behind jargon and phraseology, aiming to confuse and amaze. It makes the people sound clever and what they do extremely difficult. However, it’s no coincidence that often the fund managers with the best performance records are…
Alex Chappell
16th June, 2017
Uncertainty to follow, whatever the outcome…
As we sit 6 days away from the UK General election, one could be forgiven for thinking back to last June’s Brexit vote. At 10pm on the evening of polling day, the leave campaign was still priced in at 10-1 with certain well known bookmakers. Just as they…
Ashley Brooks
1st June, 2017
Investment Review Quarter 1 2017
Market Review Investment markets started 2017 with momentum. Supported by positive global growth data, rising inflation, and stimulated further by Donald Trump, promising huge tax cuts and infrastructure spending. Markets showed a lot of belief that the world had progressed from the low growth, low inflation,…
Alex Chappell
7th April, 2017
Question the Committee: Edition 3
Chairman’s opening remarks: I would first like to say thank you again to all those who submitted their questions for this edition. We received more than ever, making it a tough task to filter them down to a final 10. The current world around us is…
The Investment Committee
24th February, 2017
Investment Review Quarter 4 2016
Market Review: The story of 2016 was one of uncertainty, divide and change. Turning back the clock to the first week of the year, fears surrounding the Chinese financial system were starting to hit markets hard. As the year progressed,…
Ashley Brooks
13th January, 2017
Investment Review Quarter 3 2016
Market Review of Quarter 3 After a volatile start to the year, investors were hoping for some consistency over the summer months, if only to take a breath and take in all of the change. Markets had absorbed the Brexit vote and Greece, China and the oil price…
Ashley Brooks
11th October, 2016
Returning from Edinburgh via the excellent East Coast Main Line train service to our Newark base, I am reflecting on some of today’s demanding but interesting debates with one of the industry’s most respected economists. The dark rain clouds outside seem reflective of his view of the world, but like…
Ashley Brooks
30th September, 2016
An indirect lesson from Brexit…
Seven months on from my last blog (https://www.dbwood.co.uk/blog/db-news/life-is-a-journey) and we are now in Kalkan, Turkey. We are 2,500 miles away as the crow flies, but we still haven’t managed to escape Brexit; the fall in the value of sterling has caused the cost…
Bernard Gallimore
23rd September, 2016
Where are the true safe havens?
If investment markets were a boat, they would currently be circling around the Mediterranean. Down the east coast of Spain, along past Valencia, Murcia, and down to Marbella, the sun shining and the winds calm. Temperatures have risen since storm Brexit on 23rd June, but there is remarkable stability and…
Alex Chappell
2nd September, 2016