Chief Investment Officer Chris Godding and Senior Research Analyst Louie French give their commentary on what happened in the markets and global economies over the month of September 2018.
After a summer of heightened volatility linked to trade tensions and geopolitical risks, September was a relatively calm month for global markets.
What happened in the markets?
- Developed equity markets were marginally positive, with US equities continuing their positive momentum and UK large-caps outperforming
- The notable outliers over the month were Japanese equities, which rallied strongly and were boosted by a weaker yen and an agreement on trade with the US, subject to further talks
- Elsewhere, income from UK commercial property continued to be positive, while capital growth showed signs of weakness
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This article was previously published on Tilney prior to the launch of Evelyn Partners.