Monthly Update 31/01/2022
Monthly Update 31 January 2022 The Fund rose by 0.31% in January, just behind its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.43%. January saw a good start to the year, continuing where 2021 left off as fears about the latest […]
Monthly Update 31/01/2022
Monthly Update31 January 2022 The Fund posted a return of -3.60% for January, outperforming the sector average return of -4.75%. Equity markets struggled in January, with many posting negative returns. The potential that inflation was becoming more engrained and interest rates would need to rise, raised concern that central banks would start to remove the […]
Ear to the Ground
All eyes were on the US Federal Reserve this week as they met to discuss interest rates and the size of the central bank balance sheet. Last week we reported that the likelihood was that they would leave rates…
Lowes UK Defined Strategy Fund Reaches Two Significant Milestones
A specialist UK-based investment fund – representing a different way to invest in structured products – reached two significant milestones
Ear to the Ground
This has certainly been a week for headlines. There does not seem to be a week where we don’t mention inflation and this week will prove no exception.
Ear to the Ground
Inflation was back to taking centre stage this week with the release of the latest rate in the US.
Ear to the Ground
Taking centre stage this week was the release of the minutes from the latest US Federal Reserve meeting.
Monthly Update 31/12/2021
Monthly Update31 December 2021 The Fund rose by 3.50% in December, ahead of its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.43%. December brought a strong end to the year, as hope grew that the latest Covid variant, Omicron, would not […]
Monthly Update 31/12/2021
Monthly Update31 December 2021 The Fund ended the month 1.21% higher, marginally underperforming the sector average return of 1.35%. Equity markets were generally stronger during the period, although weakness was seen in markets influenced strongly by the fortunes of China, such as the Hang Seng. Markets were stronger as hopes grew that the lat est […]
Ear to the Ground
For those who enjoy a biscuit with their cuppa they may be wise to stock up now. McVitie’s became the latest company to warn customers that the price of their products could rise…
