Each month, the Reeves Investment Board publishes its Market Outlook. The Outlook looks at what’s going on in the capital markets around the world and walks you through our perspective on a variety of investment topics. It is the most widely read of all Reeves publications.
Our Outlook summarises our board’s most recent economic insights and market expectations. It will help you understand why we make the decisions we make with regards to our recommended portfolios. But you may still have questions and want to talk through things in more detail. If that’s the case, get in touch to schedule a call with one of our team.
During May, leading shares hit a record high. The FTSE 100 index closed up 53.77 points at 7,787.97 on 17 May, just breaching the previous record set in mid-January of 7,778.64. The FTSE 250 index also reached a record high, up 190.65 points on the day to 21,019.44.
If you want to read about investment topics covered in previous reports, you can access our archive below.
We are pleased to report on our Q1 2018 investment performance results. Whilst there are always conflicting signs regarding economic growth and the prospects for investors, the Reeves Investment Team remain cautious in the current uncertain environment.
As the market has fallen by approximately 11% since its peak in January (as measured by the FTSE All-Share Index), we remain cautious about near-term prospects. We are consistently reviewing your investments on a monthly basis and will continue to make decisions aimed to protect or enhance your portfolio value.
Historically, January is typically a sobering month for investors. Since 2000 the average market return in January has been -1.6 percent! However, we are very pleased with how our model portfolios have performed in comparison to the index.
We are pleased with how our portfolios performed compared to the index!
Stock Markets struggles in November.
The Bank of England meet to discuss interest rates.
Investment Losses in Almost Every Sector.
Reeves Performance vs FTSE allshare.
Are Markets Overvalued? Is is it time to de-risk?
Surprise Election Result
FTSE 100 hit a record High
Overview of 2016
US Election Results
Inflation, Bond Yields
Real Estate Investment Trusts
Technology Funds, Absolute Return Funds
Property Fund Liquidity