Displaying results 11 to 20 out of 93
31/10/2024
A positive economic backdrop put paid to recent gains for equities and bonds in October, as the odds of rapid interest rate cutting cycles from the major central banks diminished.
30/09/2024
Q3 was a strong period for most asset classes, despite markets enduring several bouts of volatility during it. Market-moving events of the quarter included increasing US recession fears, a large unwind of the Yen carry trade, fears over stretched valuations, especially in technology stocks, and a further escalation of hostilities in the Middle East.
16/09/2024
In the end, August resulted in positive returns for most risk assets. However, in no way did this reveal the true story of what was an extremely volatile month. Early August was tumultuous, triggered by a weak US jobs report, leading to fears of an economic slowdown in the US
31/07/2024
July was a fairly choppy period for financial assets. A strong start to the month gave way to some weakness later on, with the main driver of the US gains this year, the Mega-cap tech stocks, faltering slightly.
30/06/2024
The resilient economic backdrop persisted into the second quarter, however, with data early on in the quarter was not perceived to be softening enough to provide much leeway for central banks to start cutting interest rates significantly.
31/05/2024
Global equity performance was in positive territory for May, with indices in the US and European markets reaching new highs, though stickier inflation data towards the end of the month led to a small correction from intra-month highs.
28/05/2024
Thomas Miller Investment were Match Day sponsors for the last game of the season for the FC Isle of Man vs Lower Breck FC fixture in the North West Counties Football League Premier Division. Well done to FC Isle of Man...
10/05/2024
On Saturday 4th May, the IOM Charity Committee sponsored Breast Cancer Now's Sleepover at Peel...
30/04/2024
Financial markets had a wobble in April after generally starting the year strongly. The period produced some slightly stickier-than-forecast inflation readings, which, in turn, lead investors to further question the forecasts...
31/03/2024
Another quarter, another strong period for risk assets, with several equity indices reaching all-time highs. Resilient economic data lent further support to the soft landing narrative and Q4 earnings were solid enough for...
