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by Graham Bentley -
15th April 2024
Investment Commentary covering March 2024
Analysing market dynamics and economic realities
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by Graham Bentley -
13th March 2024
Investment Commentary covering February 2024
Global Equity Market Update: All-Time Highs and Tech Boom.
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by Graham Bentley -
20th February 2024
Investment Commentary covering January 2024
As expected, the major western economic blocs (US, UK and EU) kept interest rates on hold at their first meetings in 2024.
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16th January 2024
Investment management review 2023
Chief Investment Officer, Graham Bentley and Head of Collectives, David Morcher from Avellemy, come together to review market activity in 2023 and discuss what we might expect in 2024.
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by Graham Bentley -
19th December 2023
Investment Commentary - December 2023
Equity Rebound and Bond Market Dynamics in 2023.
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by Graham Bentley -
3rd November 2023
Investment Commentary - October 2023
The attack by Hamas on Israel on October 7th, as well as the terrible loss of civilian lives that followed Israel’s retaliation, has shocked the world.
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3rd October 2023
Investment Commentary - September 2023
Since we typically take a break in August, it has been a while since my last commentary. However, after reflecting on various index levels at the end of July, and again at the start of September, a quiet and mostly flat month seems to have passed, yet further investigation evidences a continuous descent for most assets over the first three weeks. This serves to remind me that many of us spend too much time analysing short-term anomalies, rather than long-term trends, but more on this later.
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10th September 2023
Investment Commentary - August 2023
Investment commentary has a habit of recalling economic and political events over the month, in turn implying some cause-and-effect relationship – stuff happened, and this is how markets were affected. However, correlation is not causation. Having been on-course for the worst month of global market performance for over a year, news of a new Rolling Stones album may be cause for celebration but (probably) didn’t inspire the rebound in market sentiment over the final third of the month.
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2nd August 2023
Investment management review
Chief Investment Office, Graham Bentley, Head of Avellemy Private Wealth, Stephen Lennon and Head of Collectives, David Morcher from Avellemy, one of our panelled investment management partners, come together to discuss market activity for the first half of 2023.
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19th June 2023
Market update report from Graham Bentley, Chief Investment Officer
As I write this, on Wednesday 14th June, all eyes are again on central banks and whether they will raise interest rates again or not.
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23rd May 2023
Market update report from Graham Bentley, Chief Investment Officer
As widely expected, both the US Federal Reserve (Fed) and the Bank of England (BoE) raised interest rates by a further 0.25% each. That makes it a dozen successive rate rises from the BoE, bringing the base rate of interest to 4.50%. The rises had very little market impact as both were fully priced into bond and equity markets.
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4th May 2023
Market update report from Graham Bentley, Chief Investment Officer
As I write (on Wednesday 3rd May) markets are once again braced for another interest rate rise from the US Federal Reserve (Fed). A further 0.25% hike is widely expected but market participants will be closely scrutinising comments in the announcement for any hints to the future path of interest rate rises. Given the recent pressures on the US banking system, many will be hoping for a signal that the Fed will take a pause from raising rates in June.
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News and
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