June Review 2021

Torpor Tantrum Many column inches have been written in June on the subject of inflation and especially the US Federal Reserve’s view of it with regard to changes in US monetary policy. Analysing each word and phrase by Fed Governors to detect changes in nuance would send many to sleep but for financial journalists and […]

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May Review 2021

May 2021 Review Weather Report – April showers in May Having witnessed a record dry month in April, we have just endured one of the wettest Mays on record – fortunately, the persistent precipitation abated in time for the bank holiday weekend. It’s almost as if April and May were the wrong way around and […]

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March Review 2021

March 2021 Review Reflating & Re-floating There were a number of moving parts to financial markets in March, perhaps more than usual.  The pursuit of normal, or a new normal, continued to progress in the UK and US due to the efficient roll-out of vaccinations in both countries. This was less apparent in the European […]

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November 2020 Review

What a month?! The nervousness over Covid-19’s second wave and the US Presidential Election pushed Brexit withdrawal onto the back burner at the start of November.

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October 2020 Review

The first half of the month saw a gradual appreciation of risk assets before a mid-month realisation reversed gains made in most markets and prices of those assets fell in the second half of October.

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Six Monthly Newsletter – for the six months to 30 September 2020

Over the six-month period to end-September 2020 the T. Bailey Growth Fund rose by 33.34% net of all ongoing charges and the T. Bailey Dynamic Fund rose by 19.32% net of all ongoing charges.

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September 2020 Review

The market volatility seen in August continued at a greater pace in September with a focus on the technology sector and the big US ‘tech’ firms.

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