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Investment Commentary - March 2022

Investment Commentary - March 2022

Investment Commentary - Economic & Financial Market Impact of Russia's Invasion of Ukraine

Russia launched an invasion of Ukraine on 24th February 2022. In addition to the human costs, Russia’s invasion has triggered a series of reactions, including a raft of sanctions and financial market upheaval. This note focuses on the economic and financial market impact of the ongoing conflict and assesses the implications for client portfolios.

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Date
15/03/2022
Investment Commentary - March 2025

23/04/2025

Investment Commentary - March 2025

After a tricky February, albeit one with good returns, March was a period where market fears manifested once more in risk-off behaviour.
Investment Commentary - February 2025

20/03/2025

Investment Commentary - February 2025

February was another month where the headline returns didn’t really convey the whole story. On the face of it, most asset classes had a reasonably good month, continuing their good start to the year, with many equity markets hitting new highs by mid-month.
Investment Commentary - January 2025

10/02/2025

Investment Commentary - January 2025

It was a strong start to the year for risk assets, with the S&P 500 and Stoxx 600 hitting new all-time highs during the period. Since January often sets the tone for the year ahead, investors are hopeful of this phenomenon persisting.
Thomas Miller Investment December monthly market insights banner

14/01/2025

Investment Commentary - December 2024

There was no Santa rally for equities this year, which stumbled in December. After an initial run-up on the back of Donald Trump’s election victory in early November, markets subsequently gave back some of those gains as the year drew to a close.

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.