News / Views

Investment Notes

Follow our regular updates to stay up-to-date with current financial planning and investment issues. We regularly publish press clippings, articles and thinkpieces that we think might be of interest to our clients.

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The scale of the impact of the near shutdown of the world economy is becoming clearer by the day.  The immediate hit to economic activity through disruption to supply chains, business closure and social distancing measures is an unfortunately necessary consequence of the virus if we are to protect lives and prevent its rapid spread, overwhelming health facilities.  Governments are,
Stock markets have declined again, as Italy quarantined a quarter of its population to address its worsening coronavirus outbreak, and Saudi Arabia started a price war in the oil market; the Brent crude price has fallen from $65 per barrel at the start of 2020 to $35 at the time of writing.
Stock markets have declined markedly this week, as it became clear the coronavirus (or “Covid-19“) has not been contained within China; outbreaks in Italy and Iran seem to make it more likely the virus could spread around the world.

For the second time in 2016, investors are having to reflect on a surprising vote. After being shocked by the UK’s decision to leave the EU in June, financial markets are now coming to terms with Donald Trump as the next US president.

The Brexit vote of 23 June 2016 has prompted some investors to seek to reduce allocations to UK commercial real estate.

Both we and financial markets were surprised by the result of yesterday’s referendum. “Remain” had regained a lead in the opinion polls as the vote approached, so stock markets and sterling had been rising on the assumption the UK would remain in the EU.

It has been our long-standing expectation that the UK will vote to stay in the EU at the referendum on Thursday 23 June 2016. This judgement has been based on the belief that the British electorate is internationalist in nature and would respond to the exhortations of political leaders to continue with EU membership.