+44 (0)20 7045 0600
Downloads

Quarterly review for the second quarter of 2019

The second quarter of 2019 was a strong period for markets as global equities and bonds returned 6.28% and 5.76% respectively in sterling in response to increasing prospects of US monetary easing.

Download this article

Quarterly review for the first quarter of 2019

Global equities rallied after the sell-off in late 2018, rising 9.79% in sterling over the quarter. A shift in US monetary policy and dovish rhetoric from the Federal Reserve chairman, Jerome Powell, stemmed the ebbing tide of investor condence.

Download this article

Quarterly review for the fourth quarter of 2018

The year 2019 opened to a world of worry, contrasting with the investor optimism prevailing in January 2018. Global equities fell 10.57% in sterling terms over the nal quarter of 2018, erasing most of the previous two quarters’ gains and leaving the loss for the year at 3.27% in sterling.

Download this article

Quarterly review for the third quarter of 2018

The sharp falls in equities and bonds during early October overshadowed the benign market conditions of the third quarter of 2018. In the rst half of the month, global equities fell 6.40% in sterling, eradicating the 5.70% gain during the third quarter.

Download this article

Quarterly review for the second quarter of 2018

Global equities and bonds rose 7.01% and 3.30% respectively in sterling over the quarter, with returns enhanced by the pound’s 5.88% fall against the dollar. Central bank announcements confirmed the gradual pace of global monetary tightening.

Download this article

Quarterly review for the first quarter of 2018

January’s investor optimism moderated in February in the face of stronger-than-anticipated US wage growth and evanesced in March on fears that President Trump’s trade war.

Download this article
1 2 3 4

Investor Disclaimer

Please read the following information before proceeding. It provides information on some of the laws and regulations applicable to this website. Please confirm that you have read the information and wish to proceed further by clicking on the ‘Accept’ icon. If you do not wish to proceed further please click on the ‘Decline’ icon.

The information on this site is issued and approved by Brompton Asset Management LLP (Brompton) of 1 Knightsbridge Green, London, SW1X 7QA. Brompton is authorised and regulated by the Financial Conduct Authority.

This website is for information purposes only and prospective clients should refer to Brompton’s printed literature. Any prices and other information on this website do not constitute personal recommendations or advice.

The material on this site is directed only at persons in the UK. It is not intended for distribution to, or use by, any person in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. It is your responsibility to inform yourself of and to observe all applicable laws and regulations of the relevant jurisdictions. Specifically, this website should not be accessed by any US Person. Please see a definition of a US Person at the end of this document.

Brompton may record telephone calls to protect the interests of clients and itself and to improve customer service.

Investments

You should always bear the following in mind: Past performance is not a guide to future performance.

The value of investments and any income from them may go down as well as up and you may not get back all of your original investment. Changes in exchange rates may cause the value of investments and the income from them to go down or up.

If you are unsure about the meaning of any information provided on this website, please consult your financial or other professional adviser. Brompton does not offer investment advice.

No reliance

Brompton has taken all reasonable care that the information contained within the website is accurate at the time of the publication. Brompton, however, makes no representation or warranty, including liability towards third parties, expressed or implied, as to its accuracy, reliability or completeness. Information, opinions and estimates and any other contents on this website are provided by Brompton for information purposes only and are subject to change without notice.

Nothing contained on the website constitutes investment, legal, tax or other advice nor is to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision.

No warranty

Brompton assumes no responsibility for, and makes no warranties that, functions contained on the website will be uninterrupted or error-free, that defects will be corrected, or that the website or the servers that make it available will be free of viruses or other harmful components.

Liability waiver

Under no circumstances, including, but not limited to, negligence, shall Brompton be liable for any special or consequential damages that result from the access or use of, or the inability to access or use, the materials at the website.

You should be aware that the internet is not a completely reliable transmission medium. Brompton shall not have any liability for any data transmission errors such as data loss or damage or alteration of any kind, including, but not limited to, any direct, indirect or consequential damage, arising out of the use of the services provided herein.

Messages that you send to Brompton by e-mail may not be secure. You are recommended not to send any confidential information to Brompton by e-mail. If you choose to send any confidential information to Brompton via e-mail you do so at your own risk with the knowledge that a third party may intercept this information. Instructions sent by you via e-mail and to the website are processed exclusively at your risk.

This website may contain links to other sites. Brompton is not responsible for the content or privacy practices of those other sites.

This website is governed by the laws of England.

Use of your personal data

We will use the personal data that you provide us on the website to process information requests that you make. In order to use your personal data as set out here, these may be stored and processed in any country worldwide and will be disclosed to partnerships and companies in the Brompton group and their agents.

Further information

This information will be updated from time to time. You are advised to check if any such updates have been made since you last visited this website.

US Persons

A US Person is any natural person resident in the United States (US); or a company or partnership incorporated or organised in the US, but excluding an offshore branch or agency of a US person that operates for valid business reasons and is engaged and regulated as an insurance company or bank; or a branch or agency of a foreign entity located in the US; or a trust of which the trustee is a US person, unless a non-US person has or shares investment discretion; or an estate of which a US person is the executor or administrator, unless the estate is governed by foreign law and a non-US person has or shares investment discretion; or a non-discretionary account held for the benefit of a US person; or a discretionary account held by a US dealer or fiduciary, unless held for the benefit of a non-US person; or any entity organised or incorporated for the purposes of evading US securities laws.