Hello Everyone,
Here is a link to the April Newsletter.
Last month was the worst month that we have seen for over a year. Only five Investment Association sectors, out of the 34 that we track each week, ended the month ahead of where they were when it started. That’s down from 13 in February and 32 in January.
Once again, the two Money Markets sectors made further gains last month, as did the Latin America, India/Indian Subcontinent, and infrastructure sectors. Everything else went down.
The largest losses were in the Technology & Technology Innovations sector, down 10.4%, the North American Smaller Companies sector, down 9.4%, and the North American sector, down 7.7%.
As we would expect, the more adventurous ‘Full Steam Ahead’ sectors have taken the brunt of the damage, followed by the ‘Steady as She Goes’ sectors. The more defensive ‘Slow Ahead’ group has held up best - but still lost ground overall.
Unfortunately, April has had a pretty shocking start. After Donald Trumps ‘Liberation Day’ tariffs were announced, the US markets fell by 10% in a couple of days. There were other significant falls in stock markets all around the world.
Although they have recovered in the last week, following his 90-day suspension, all of the stock markets that we track are currently showing month-to-date losses.
As always, I hope that you enjoy this month’s newsletter, and I look forward to hearing any feedback.
Last month was the worst month that we have seen for over a year. Only five Investment Association sectors, out of the 34 that we track each week, ended the month ahead of where they were when it started. That’s down from 13 in February and 32 in January.
Once again, the two Money Markets sectors made further gains last month, as did the Latin America, India/Indian Subcontinent, and infrastructure sectors. Everything else went down.
The largest losses were in the Technology & Technology Innovations sector, down 10.4%, the North American Smaller Companies sector, down 9.4%, and the North American sector, down 7.7%.
As we would expect, the more adventurous ‘Full Steam Ahead’ sectors have taken the brunt of the damage, followed by the ‘Steady as She Goes’ sectors. The more defensive ‘Slow Ahead’ group has held up best - but still lost ground overall.
Unfortunately, April has had a pretty shocking start. After Donald Trumps ‘Liberation Day’ tariffs were announced, the US markets fell by 10% in a couple of days. There were other significant falls in stock markets all around the world.
Although they have recovered in the last week, following his 90-day suspension, all of the stock markets that we track are currently showing month-to-date losses.
As always, I hope that you enjoy this month’s newsletter, and I look forward to hearing any feedback.
Kind regards and best wishes,
Richard Webb
Managing Director
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