Investment Commentary – February 2023
Markets built on a strong final quarter in 2022, with a month long rally in January. Major equity indices rose…
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2023 Investment Outlook
Most investors will be glad to have seen the end of 2022. The past year has been challenging for almost…
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Investment Commentary – December 2022
Markets built on a strong October with further gains in November. The rally has been particularly strong from those assets…
Investment Commentary – November 2022
After a month of political and market turmoil, the change in Prime Minister and a general recovery in sentiment globally…
Why does Bitcoin have value?
In order to understand whether bitcoin has value, it’s important to have a basic understanding of how the fiat monetary…
Investment Commentary – October 2022
September was an exceptionally volatile month, particularly for UK investors. In the month we saw the pound dollar exchange rate…
A Kwasi mini-budget | P1’s Assessment
The so called mini budget announcement on Friday was largely as expected, given comments made during the leadership election and…
P1 Investment Management
Investment Commentary – September 2022
Following the exceptionally strong performance in July, equity markets were more benign in August. A continuation of the rally in…
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Investment Commentary – August 2022
Following six months of selling since the New Year, financial markets rallied in July. Both equity and bond markets posted…
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Investment Commentary – July 2022
June saw a continuation of the market weakness experienced since the start of the year. Global equities posted negative returns…