March started with Russia’s invasion of Ukraine dominating the headlines having occurred just a few days earlier.  Commodity prices were firm on the back of supply concerns with oil surging well beyond $100 per barrel before expectations of a release from the US oil strategic reserve helped it back towards the $100 mark at month […]

Imbalances While previously the biggest impact on financial markets were inflationary concerns and monetary policy responses as Covid ebbed, Russia’s invasion of Ukraine on 24 February has taken top spot for financial markets’ concerns and nervousness.   We have no great insight on when or how that conflict will be resolved so we will refrain […]

Financial markets in February were buffeted by inflationary concerns, likely monetary policy responses and the simmering tensions from Russia’s aggression towards Ukraine. The latter exploded in the final week of February to widespread international condemnation of the aggressor.

As financial markets watch the tensions between Russia and NATO, fixate on the number of interest rate hikes the US and UK central banks will impose this year and digest the announcements of companies’ latest quarterly results, it’s worth bearing mind that investing/saving is a longer-term phenomenon

2022 will be a key year for climate change as part of the ESG agenda. ESG is not just about the ‘E’ for Environment but also about the ‘S’ for Social and ‘G’ Governance.

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 […]

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 […]

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 […]

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.

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.

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.

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.