Mulberry Chartered

Guidance. Reassurance. Inspiration.

  • 020 8744 8010
Mulberry Chartered
  • Home
  • About
    • Meet the team
  • Your Life Journey
    • First Rung on the Ladder
    • Moving up
    • In Your Prime
    • Changing Focus
    • Doing What You Want To Do
  • Our Expertise
    • Savings and Investments
    • Pensions and Retirement
    • Estate Planning
    • Taxation
    • Family Protection
    • Mortgages
    • QROPS and QNUPS
  • How we Work
    • Our Fees
    • Our Terms and Conditions
    • Case Studies
    • The Mulberry Mobile App
  • Your Investments
  • News
  • Contact Us

Search site

Weekly Digest – INVESTEC

Weekly Digest - INVESTEC

 

Click here to read the Weekly Digest, with comments on recent market movements.

 

With the unwelcome distraction of the market volatility over the last few weeks, it has been easy to overlook that the world goes on away from Wall Street and we are entering a busy couple of weeks from a political point of view. Over the weekend, we had fresh regional elections in Germany, with the results in Hesse dealing another blow to Angela Merkel’s fragile coalition government. The UK Budget has just finished, whilst a week tomorrow sees the US mid-term elections.

It is another busy week of corporate news, with BP, Reckitt Benckiser, GE, Coca-Cola, SMCP and Facebook updating on Tuesday, Next, Standard Chartered and Glaxo on Wednesday and Shell, Shire and Apple on Thursday amongst the companies reporting.

 

In terms of our portfolio management of your/your clients’ portfolios, we view recent falls as a short-term correction rather than the beginning of a damaging bear market and there is little to suggest that a global recession is in the making either in the US or globally.  In our opinion, the key risk to this current outlook is a major escalation of the trade war between US and China (maybe a little more posturing to come ahead of the mid-term elections).  With this in mind, we are considering opportunities within portfolios, where appropriate, having taken some profits and having added to more defensive assets such as bonds and alternative assets.  We do, however, envisage continued volatility, notably around the US mid-term elections and the ongoing budget negotiations in Italy.

BlogCategories

  • Around The World
  • e-magazine
  • Financial News
  • General News
  • Our Guides
  • The Markets Today
  • Uncategorised
  • Weekly Digest

BlogTags

BlogArchive

  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017

Get sound financial advice to suit your lifestyle.

Contact us today
Quick Links
  • Home
  • About
  • News
  • The Mulberry Mobile App
  • Your Investments
  • Our Fees
  • Our Terms and Conditions
  • Contact Us
Our Expertise
  • Savings and Investments
  • Pensions and Retirement
  • Estate Planning
  • Taxation
  • Family Protection
  • Mortgages
  • QROPS and QNUPS
Your Journey
  • First Rung on the Ladder
  • Moving up
  • In Your Prime
  • Changing Focus
  • Doing What You Want To Do

66 Hampton Road
Twickenham
TW2 5QB

020 8744 8010

enquire@mulberrychartered.com

Apple logo Google Play

Mulberry Chartered supports

Home start logo

Mulberry Chartered Financial Planners is a trading name of Mulberry Independent Financial Advisers Limited | Authorised and regulated by the Financial Conduct Authority | Registered in England and Wales No. 5973527.Registered office: 66 Hampton Rd, Twickenham, Middlesex, TW2 5QB | T: 020 8744 8010 F: 020 8744 8020 E: enquire@mulberrychartered.com
Past performance is no guide to future performance. The value of investments, and the income from them, can go down as well as up and investors may not get back the amount originally invested.
THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBTS SECURED ON IT.
The Financial Conduct Authority does not regulate all of the products and services mentioned on this website.