Ken Baksh – Quarterly Investment Report Q1 2020

Investment Strategy /Asset Allocation-First Quarter 2020 Any reference to benchmark should be tailored to individual client preference. These could, for instance, be 1) Absolute return based. 2) Cash/ LIBOR/SONIA, or equivalent, based (0.70%). 3) Inflation based. (UK CPI 1.5% November). 4) Index based (FTSE 100, FTSE All-Share, MSCI, S&P etc.). 5) Peer group based (Private […]

Ken Baksh January 2020 Market Report

During one-month period to 31st December 2019, major equity markets registered strong gains. The FTSE ALL-World Index rose by 2.18% over the period, up by 23.9% since the beginning of the year. The VIX index fell by 1.45% to end the period at 12.26, a rather “complacent” level by historic standards.  Most fixed interest products […]

Ken Baksh December 2019 Market Report

During one-month period to 30th November 2019, major equity markets registered gains. The FTSE ALL-World Index rose by 2.8% over the period, now up by 21.3% since the beginning of the year. The VIX index fell by 8% to end the period at 12.44, a rather “complacent” level by historic standards.  Most fixed interest products […]

Ken Baksh October 2019 Market Report

During one-month period to 30th September 2019, major equity markets registered reasonable gains. The FTSE ALL-World Index rose by 2.25% over the period, now up by 14.71% since the beginning of the year. The VIX index fell by 10.3% to end the period at 16.55. Fixed interest products displayed a mixed performance with riskier products […]

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 – October market report…..trickery or treats!

October 2018 Market Report During the month to September 30th, 2018, major equity markets again displayed a mixed trend, rising by 1.19% overall and the VIX index fell. There continued to be an abundance of market moving news over what is traditionally a quieter month, at macro-economic, corporate and political levels. The European Central Bank […]

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 […]