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March 27, 2020
Coronavirus has certainly focused the mind on what is and isn’t important – a personal lifestyle re-set button if you like. For many of you with more pressing things to worry about than money, the only message that you’ll want to hear from KMD at this time is that – financially speaking – things will […]
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March 24, 2020
The first Budget Statement of Prime Minister Boris Johnson’s Government has now been published – please click on this link to access our summary.
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February 28, 2020
Although we touched on the Coronavirus in our recent investment update since then, the volatility of world stock markets has been hitting the headlines. We therefore thought you might appreciate some reassurance about the long-term prospects for client portfolios. What’s been happening? Markets have been slow to respond to the potential for Coronavirus to develop […]
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February 21, 2020
Featuring: Year of the rising tide A brief change in leadership Coronavirus Tech, Growth, the US and everything else Relative cheer for UK stocks Year of the rising tide 2019 proved to be a strong year all round for investment portfolios. The first half was broadly comparable to a strong rising tide as, without much exception, significant positive returns […]
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November 25, 2019
Featuring: Market recap Summer rotation Why is risk back in favour? Growth to Value switch Market recap Our last update in August reported that financial markets had posted strong and consistent year-to-date gains. All major global stock market indices had delivered double-digit returns in ‘one-way traffic’ fashion. Gains were not just confined to shares – […]
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September 13, 2019
Featuring: Rising Markets in 2019 But is it all plain sailing? In the UK KMD Portfolio Stance Rising Markets in 2019 Financial markets have generated solid positive returns during 2019 so far. This marks a welcome rebound from the weak final quarter of 2018, in which global stocks lost roughly one-fifth of their value, peak-to-trough. […]
