At TILLIT we are big believers in learning and broadening our horizons. Our Insight articles covers everything from the here and now in our Market reviews, to short and long reads about the fundamentals of investing, as well as unique thought pieces from leading fund managers in The Opinion, and much more.
Monthly Market Update - April 2023
April gave investors some respite after an eventful March. Economic data remained resilient, although stresses in the banking system persisted. Equities continued to rise, bonds fared well though bank woes, wage inflation and the potential for a US government default weighed on investors' minds. Headwinds picked up once more at the end of April as we continued to see a fallout from monetary tightening in the financial sector. Another US bank closure increased investor concerns about liquidity risks which could lead to an issue of solvency.
Quarterly investment review - Q2 2023
Inflation was exhibiting signs of tentative moderation towards the end of 2022, leading many to believe the interest rate outlook in 2023 would moderate and therefore provide some guidance on asset pricing. It hasn’t quite worked out as hoped. Persistent inflation and challenges in the banking sector have put pressure on central banks’ interest rate policies, which has made for a pretty volatile first three months of the year.Read more
Monthly Market Update - March 2023
March turned out to be a pretty eventful month for financial markets. Banking headlines caused a rout in equity indices by mid March, a period synonymous with the Ides of March, a time branded in history with dark and gloomy connotations. China’s president Xi gained an unprecedented third term as president. The UK economy rebounded with much better than expected GDP data for January, and inflation ticking back up in February and US consumers reported a rise in their confidence to spend.Read more
Monthly Market Update - February 2023
After a strong start to 2023, markets gave up January's gains in February. The culprit was improving economic data, which in theory should be good for stocks. However, its ability to fan the flames of inflation, which remains high, has left investors with a lingering belief that the US Federal Reserve is likely to keep rates higher for longer than expected.Read more
Quarterly investment review - Q1 2023
As we leave a torrid year for investing behind and start a new year, we review how different asset classes and stock markets performed in the last quarter of 2022, which funds and sectors have been the winners and losers over the past quarter, as well as which key themes are driving markets.Read more