Ken Baksh – November Market Report – Is it safe to put a toe in?

November 2018 Market Report During the month to October 31st, 2018, major equity markets displayed a very weak trend, falling by 8.52% overall and the VIX index rose sharply to 22.05. The month was the worst equity performance for more than six years. There continued to be an abundance of market moving news over what […]

Ken Baksh: July Investment Report – Bumpy ride ahead…..Hang on to your hats!

July  2018 Market Report During the month to June 29th, 2018, major equity markets displayed a mixed trend, dropping overall and with considerable individual market and day to day variation. There was an abundance of market moving news over the period whether at corporate, economic or political level.  The European Central Bank appeared to become […]

Ken Baksh – Could England win?……and Russia?

JP Morgan Russian Securities PLC –GB0032164732 Never a market or currency for the faint-hearted, but could possibly all the current news re volatile oil price,sanctions, questionable corporate governance and uncertain international political relations be in the RUSSIAN price? I believe that some of the more positive factors, itemised below, have been ignored and that some […]

Ken Baksh – Brexit worries?…Think instead about European Property play,on a discount with dividend yield over 5%..payable quarterly in Euros,if desired

Schroder European Real Estate Investment Trust-ISIN- Gb00By7R8K77 Launched in December 2015, the Schroder European Real Estate Investment Trust targets growth regions in Continental Europe and aims to provide a regular and attractive level of income together with the potential for long term income and capital growth. With a certain degree of uncertainty surrounding the UK […]

Ken Baksh: June Investment Report….never a dull moment!

June 2018 Market Report During the month to May 31st, 2018, major equity markets displayed mixed performance trends overall, and trading remained volatile on a daily basis against a background of significant geo-political, economic and corporate events.  The European Central Bank appeared to become more “dovish” following some lower than expected consumer confidence indicators, affecting […]

Ken Baksh – May Investment Report-Lot’s going on!

May 2018 Market Report   During the month to April 30th, 2018, most major equity markets enjoyed gains, although trading remained volatile against a background of significant geo-political, economic and corporate events.  The European Central Bank appeared to become more “dovish” following some lower than expected consumer confidence indicators, affecting both equity and currency markets […]

Ken Baksh – April Investment Report – New quarter, new hope!

April 2018 Market Report During the quarter to March 29th, 2018, all major equity markets suffered marked declines leaving some indices down near 10% year to date, while the VIX rose significantly to 19.94. Globally, a “perfect storm” of rising interest rates, stock specifics e.g. Facebook, and the growing threat of a trade war were […]

Ken Baksh – March 2018 Market Report. Volatility, unlike the snow,is here to stay!

  March 2018 Market Report During the period to February 28th, 2018, major equity markets registered little overall move on balance, but there was a large increase in volatility and day to day movement, leaving some markets, briefly, in “correction” territory earlier this month before recovering some of the fall. The European Central Bank continued […]