Sector Trends

Most will be happy to see the back of H1 as Nasdaq recorded its worst ever first half to the year. Recession […]

May saw markets hit YTD lows in the US, and lows since early March for Europe. Both however saw a bounce off […]

After markets continued their move lower last month, investors will be hoping the phrase ‘Sell in May and Go Away’ doesn’t come […]

March saw markets hit the lows YTD on 8th, but since, has seen a gradual grind higher on weak volumes. It was […]

    Last month I spoke about value vs growth, inflation worries and bear market fears dictating the direction of the market. […]

January certainly wasn’t a month to ease into the new year, with the value vs growth theme, inflation worries and bear market […]

December was a month with positioning very much at the forefront. Yesterday’s winners are today’s losers the thesis of the month. That […]

November was a month of low volume and low volatility with markets continuing to climb the wall of worry that saw the […]

October brought us earning season and it was interesting to see how investors were championing any small positives, but misses were punished […]

That now makes it seven consecutive months of gains for the S&P, albeit on subdued summer volumes. Despite less bums on seats, […]