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Investment Commentary December 2020

21/12/2020

Investment Commentary December 2020

From a global economic perspective, November painted a mixed picture of underlying growth. In the US, the labour market saw some improvement, with a decline in the overall unemployment rate to 6.7% and a pick-up in average...
Investment Commentary September 2020

16/10/2020

Investment Commentary September 2020

Recent economic reports show that while the global economy continues to recover from the sharp contractions in activity recorded in the second quarter of 2020, the pace of growth has slowed in recent weeks. The...
Investment Commentary August 2020

16/09/2020

Investment Commentary August 2020

Data released over the past month showed that the global economy continues to recover from the sharp contractions in activity recorded in the second quarter of 2020. In the US, key indicators of economic activity show...
Investment Commentary July 2020

19/08/2020

Investment Commentary July 2020

Economic reports over the past month have highlighted the severity of the decline in the pace of economic activity in the months since the outbreak of Covid-19. 
Investment Commentary June 2020

17/06/2020

Investment Commentary June 2020

Following the pandemic-induced contractions in economic activity over the past few months, recent steps to reopen economies have resulted in a rebound in economic data across the major developed markets. In the US, the...
Investment Commentary - April 2020

13/05/2020

Investment Commentary - April 2020

The hit to economic activity from the ongoing response to the covid-19 outbreak has become more apparent in economic reports over the past month. It has resulted in a raft of data showing unprecedented rates of decline across...
Investment Commentary - March 2020

17/03/2020

Investment Commentary - March 2020

Investors entered 2020 in high spirits, buoyed by steady economic growth,accommodative monetary policy and the Phase One trade deal between the US and China which had seemed to remove the risk of an all-out trade...
Investment Commentary - Implications of COVID-2019 for client portfolios - February 2020

02/03/2020

Investment Commentary - Implications of COVID-2019 for client portfolios - February 2020

Having appeared resilient in the face of emerging concerns about the Covid-2019 outbreak in January 2020, equity markets have fallen sharply over the past week (and continue to fall at the time of writing). The sharp declines...
Investment Commentary - July 2019

05/08/2019

Investment Commentary - July 2019

Investment Commentary - July 2019 Please select the above document link to download our latest Investment Commentary
Investment Commentary - May 2019

23/05/2019

Investment Commentary - May 2019

TMI's Investment Commentary for May 2019 is now available to download.

The value of your investment can go down as well as up, and clients can get back less than originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Prevailing tax rates and relief are dependent on individual circumstances and are subject to change.