Investment News

Investment Commentary – October 2021

Equity markets struggled during September, erasing much of the gains from the prior month. Fears…

Wind turbine in a field

Investment Commentary – September 2021

With the holiday season at its peak in August, markets were subdued. Major equity indices only fluctuated by 2-3% during…

IPCC Report – P1’s quick breakdown for IFAs

What is the IPCC and what is this report? The IPCC is United Nation’s body for assessing the science related…

Investment Commentary – August 2021

While equities continued higher in July, the were periods of selling during the month. A growing section of the market…

Investment Commentary – July 2021

Markets edged higher in June, with sentiment continuing to be supported by economies opening up. Vaccine programmes in many developed countries have now reached…

Investment Commentary – May 2021

While there was some increased volatility in May, the overall market move was small. Some nervousness crept in, as investors…

2021 Q2 ICM Outlook and Equity Valuations

Global Outlook Markets continued to be supported in the quarter by positive developments in COVID vaccine rollouts, a drop-off in…

2021 Q2 ICM Politics, Foreign Exchange Movements, Coronavirus Focus and Global Economy

Politics During Q4 2020, two major political events that were overhanging markets, Brexit and the US election came to pass.

2021 Q2 ICM Commodities, Property & Alternatives

Commodities With an improving economic outlook and higher real interest rates, the shine has come off gold, which has continued…

2021 Q2 ICM: Japanese, Asian and Emerging Markets Equities

Japenese Equities Japanese equities have performed broadly in line with global peers over the quarter, and over the last year…