View more on these topics

Welcome to The Brunner Investment Trust PLC

Welcome to the latest update for The Brunner Investment Trust PLC from the trust's portfolio manager Lucy Macdonald.

Market Review
Global equities ratcheted higher throughout February, buoyed by optimism about global growth and corporate earnings. All regions advanced, although Japan tended to lag many other markets. In sector terms, healthcare, information technology, consumer staples and utilities rallied the most, while energy and materials retreated slightly.

Yields on global bonds fell over February. German bond yields experienced some of the largest declines as rising eurozone political risk increased demand for safe haven assets. Signs that the UK economy may be slowing also pushed UK gilt yields lower. However, the drop in yields was more modest in the US and Japan. Corporate bonds, especially high-yield debt, tended to outperform government securities…

Click here to read the full report



Providers unveil pensions dashboard prototype

The pensions dashboard prototype has been delivered to Government ministers, with those in charge of the project saying it shows “technological hurdles” can be overcome. The project, which is designed to show savers all their pension pots in one place, has been managed by the Association of British Insurers on behalf of the Treasury. It […]

The curious market reaction to Brexit

Written by Mike Riddell29 June 2016 Headlines over the past few days have screamed about record falls in sterling, record low bond yields and massive falls in equity prices. However, if you take a slightly longer view of markets rather than simply the one- or two-day reaction, I think it’s amazing how little markets have […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment