The Insights
At TILLIT we are big believers in learning and broadening our horizons. Our Insight articles cover 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 - August 2023
Just like the Great British weather over the summer, August brought mixed performance in global markets, with equities underperforming commodities and bonds. Commodities were the standout-performing asset class, while REITS continued to struggle. Overall, market participants expressed concerns about limited stimulus activity in China, as deflationary headwinds blew and the region's debt-laden property sector raised fears of contagion once again.
Read moreMonthly Market Update - July 2023
Investors and analysts were left grappling with unexpected inflation figures and rate hikes in July, creating a dramatic narrative reminiscent of the contrasting characters of Barbie and Oppenheimer. During the month, there was a marked reduction in the UK inflation rate, while the European Central Bank raised rates. The US economy showed resilience, but there is now speculation about the end of the Fed’s aggressive hiking cycle. China's manufacturing sector continues to face challenges. The global bond market struggled, while commodities and gold saw gains.
Read moreAsk Gabby: What are fractional shares and why is everyone talking about them?
As part of our mission to bring investment expertise to your doorstep, I'm answering your personal finance questions. If you have a question for the Ask Gabby column, you can submit it here.
Read moreMonthly Market Update - June 2023
June was a reminder of the complex relationship between economic indicators and market performance, leaving investors with a challenging landscape to navigate. Global economies experienced a mixed bag of surprises in June, with the UK's modest economic growth overshadowed by inflation-induced rate hikes. Meanwhile, Europe and the US grappled with lower-than-expected inflation rates. In contrast, Turkey's central bank took drastic measures to combat economic challenges, and China faced hurdles with shrinking exports and factory activity. Amidst this backdrop, equities managed to shine bright, leaving us intrigued about the future trajectory of these trends and whether equities can sustain their first-half momentum through to the end of the year.
Read moreAsk Gabby: Is cash really king?
As part of our mission to bring investment expertise to your doorstep, I’ll be answering your personal finance question. If you have a question for the Ask Gabby column, you can submit it here.
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