Wyn Thomas - Axys Investment Management

Weekly Market Update 5th November 2014

MARKET IS OPTIMISTIC FOR NOW
This week a bit of optimism has returned, with all major indices ending the week up, making up for some of the losses earlier in the month. Markets
remain unsettled however as even the tiniest bit of news swings sentiment between greed and fear. The good news this week came from the US which
surprised everyone with much higher than expected growth, while the absence of any fresh catastrophe from Europe has also been seen as a sign of
improvement. Expect this sunny disposition to be short lived as falling oil prices and bond yields indicate many expect things to get worse before they
get better.  Read More….

Wyn Thomas - Axys Investment Management

Weekly Market Update 24th October 2014

MARKET SELL OFF REVERSES
Markets breathed a sigh of relief this week following accommodative sentiment from central banks; in Europe the ECB began buying Asset Backed
Securities, with markets now getting excited that this may broaden out to include corporate bonds. Here in the UK the BoE voted to leave interest rates
unchanged, and in the US the possibility of a delay to Quantitative Easing being tapered for the last time has investors excited Read More….

Wyn Thomas - Axys Investment Management

Weekly Market Update 17th October 2014

MARKETS SUFFER ANOTHER TOUGH WEEK

This week has seen a huge sell off in markets as various fears begin to take hold. The scale of the Ebola outbreak is perhaps the most visible, but while devastating for the countries involved is of little importance to the global economy. The current estimates of 9000 deaths makes this one of the more minor diseases ravaging Africa, when compared to World Health Organisation estimates of 627,000 deaths from malaria last year. Read More….

Wyn Thomas - Axys Investment Management

Weekly Market Update 10th October 2014

EUROPEAN RECESSION FEARS DRAG MARKETS LOWER

A lot has happened in the markets this week, with Europe in particular causing consternation. It is probably more than coincidence that this week also saw the UK Independence Party, which was founded as an anti EU single issue movement, gain its first MP, and almost it’s second. While this is causing the political classes to have kittens it doesn’t really mean much to investors. This might change if they have a repeat performance in next year’s general election. Read More….

 

 

Wyn Thomas - Axys Investment Management

Weekly Market Update 3rd October 2014

RATE SPECULATION LEADS TO FURTHER PULLBACKS

Equities fell significantly this week despite various bits of positive news coming out in the press. Not least was the Office for National Statistics revising second quarter GDP growth up to 0.9 per cent, further improving the strength of recovery since the recent methodology change. Alas markets spooked by speculation over a rate rise in the US have failed to notice the fundamentals and piled into safe have assets anyway. Sadly this isn’t the first time and certainly won’t be the last as we get closer to possible central bank action. Read More….

Wyn Thomas - Axys Investment Management

Weekly Market Update 29th September 2014

 EQUITIES SUFFER PROFIT TAKING AS MARKETS AWAIT DEVELOPMENTS

A relatively quiet week for news flow that saw equities suffer from profit taking, with most activity being political rather than economy driven. Scotland has been forgotten, and MPs just days back from holiday have all taken the week off to go to their party conferences. This sleepy atmosphere has been shattered by the recall of parliament to vote on joining the US led coalition in military action in Iraq, which will be held today. Read More….

Wyn Thomas - Axys Investment Management

Weekly Market Update 19th September 2014

 MARKETS POSITIVE AS US KEEPS RATES LOW

So after months of campaigning, opinion polls and more recently panic, the referendum is over. While the retention of the union is probably a good thing – and the years if not decades of political and constitutional uncertainty that have been avoided is to be welcomed – especially by markets; there is still a slight feeling of anti-climax as today is basically the same as yesterday. It would be nice to get back to business as usual, but David Cameron’s promise this morning to rewrite the entire British constitution and system of government in the next three months will probably mean that doesn’t happen. Read More…

Wyn Thomas - Axys Investment Management

Supporting the International Festival of Business 2014

Axys Investment (3)

Axys were delighted to have the OPPORTUNITY to support the International Festival of Business 2014.