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Market Commentary – October 2023

October’s Market Commentary, produced with one of our Discretionary Fund Managers, Collidr Investment Management, is now available to keep you informed of the ever-changing market environment.

In September “there was a rotation from the performance seen in recent months with value outperforming growth. The potential of higher future rates, as well as profit taking, impacted investor confidence on the share prices of technology and consumer discretionary companies.

As the market mood changed, large cap global equities and those with international exposure (potentially USD exposure) fared better than domestically focused and smaller cap counterparts.”

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The information contained in this document is for informational purposes only and should not be construed as a solicitation or offer, or recommendation to acquire or dispose of any investment, and examples used are for illustrative purposes only. This document provides commentary and data on global markets and does not provide any reference to specific products and should not be construed as a solicitation or offer, or recommendation to acquire or dispose of any investment in any jurisdiction. While all reasonable efforts are made to obtain information from sources which are accurate at the date of production no representation is made or warranty provided that the information or any opinions contained in this document are accurate, reliable or complete. The information and any opinions contained in this document are based on current market conditions and certain assumptions and are subject to change without notice. Any user must, in any event, conduct their own independent due diligence and investigations, together with their professional advisers, into legal, regulatory, tax, credit and accounting matters before making any investment, rather than relying on any of the information in the document. The value of investments and the income from them can go down as well as up and past performance is not a guide to future performance.

Information has been produced and provided by Collidr Asset Management Ltd which is authorised and regulated by the Financial Conduct Authority (713361) and is registered in England and Wales. Company No. 09061794. Registered office: 34 Southwark Bridge Road, London, SE1 9EU, UK.

This document is distributed by Craven Street Wealth. All content is for general information only and does not constitute investment, tax, legal or other forms of advice. You should not rely on this information to make, or refrain from making any decisions. Craven Street Wealth is the trading name of Craven Street Financial Planning Limited. Craven Street Financial Planning Limited (FCA No 135202) is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No: 03852054. Craven Street Wealth Limited is a registered limited company in England and Wales No: 13077997. Registered office: 3 Gough Square, London EC4A 3DE.

Data references are for the period to 1st September 2023 to 30th September 2023 and are correct at date of publishing (10 October 2023).

Sources: Collidr, Bloomberg. Indices: Barclays, FTSE, Bloomberg, STOXX, Japan Exchange Group, MSCI, S&P, New York Mercantile Exchange, Chicago Mercantile Exchange, Bureau of Labour Statistics, US and Office for National Statistics, UK

Keith Perry
Investment Manager & Chartered Financial Planner
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