The Insights
At TILLIT we are big believers in learning and broadening our horizons. Our Insight articles cover everything from the here and now in our Market reviews, to short and long reads about the fundamentals of investing, as well as unique thought pieces from leading fund managers in The Opinion, and much more.
Monthly Market Update - March 2023
March turned out to be a pretty eventful month for financial markets. Banking headlines caused a rout in equity indices by mid March, a period synonymous with the Ides of March, a time branded in history with dark and gloomy connotations. China’s president Xi gained an unprecedented third term as president. The UK economy rebounded with much better than expected GDP data for January, and inflation ticking back up in February and US consumers reported a rise in their confidence to spend.
Read moreMonthly Market Update - February 2023
After a strong start to 2023, markets gave up January's gains in February. The culprit was improving economic data, which in theory should be good for stocks. However, its ability to fan the flames of inflation, which remains high, has left investors with a lingering belief that the US Federal Reserve is likely to keep rates higher for longer than expected.
Read moreQuarterly investment review - Q1 2023
As we leave a torrid year for investing behind and start a new year, we review how different asset classes and stock markets performed in the last quarter of 2022, which funds and sectors have been the winners and losers over the past quarter, as well as which key themes are driving markets.
Read moreQuarterly investment review - Q4 2022
As we go into the final quarter of 2022, we take a look at how different asset classes and stock markets have been performing, which funds and sectors have been the winners and losers over the past quarter and which key themes are driving markets.
Read moreQuarterly investment review - Q3 2022
As we go into the second half of 2022, we look at how different asset classes and stock markets have been performing, which funds and sectors have been the winners and losers over the past quarter and what are the key themes driving markets.
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