Tiller investor update: May 2019

After four months of rising stock markets, May bucked the trend. Any hopes of a trade deal between the US and China were dashed when President Trump took to Twitter to threaten a further increase in tariffs from 10% to 25% on over $200bn of Chinese imports. A few days later, this threat was followed […]

Tiller investor update: March 2019

  March was a good month for holders of long-dated UK bonds. The benchmark ten-year yield on UK government bonds fell from 1.3% to 1% over the month. The inverse relationship between yields and prices meant bond prices increased. This helped both our UK government bond holdings and our UK corporate bonds. Similar moves were […]

Tiller investor update: February 2019

  Most stock market indices were up in February, driven by a combination of improvements in the US/China trade talks and the US Federal Reserve suggesting they would be more patient with interest rate increases. The Chinese stock indices had a notably strong month. This was boosted by additional stimulus measures implemented in China and […]

Tiller investor update: January 2019

  If December was a tough month for stock markets, January was the complete reverse. All stock markets rallied, with the UK domestic assets doing particularly well. For example, our UK mid-cap ETF and property ETF increased by 7.25% and 8.75% respectively. We attribute this to investors pricing in a higher probability of a delayed […]

Tiller investor update: December 2018

  Global stock markets fell in December to finish off the worst year since the global financial crisis of 2008. Worst hit were the US and Japan equity markets. Relative to other parts of the world, the US market had been more resilient until December. However, concerns over the Federal Reserve increasing base rates too […]

Tiller investor update: October 2018

  October has been one of the most volatile months this year. The US stock market (the S&P 500) started October at a level of 2,925 and finished at 2,711 having briefly tipped into correction territory by dropping 10%. This level of volatility is not unusual for stock market investors. Arguably one of the main […]

Tiller investor update: September 2018

  The price of oil was back in the headlines in September as Brent Crude rallied past $80 taking its year to date gains past 24%. For comparison the best performing equity market (on a non-currency adjusted basis) has been the S&P 500 with a gain of just above 8%. During the month, the US […]

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