Frenkel Topping Investment Management Limited is a wholly owned subsidary of Frenkel Topping Group Plc
Frenkel Topping Independent Financial Advisors Limited is a wholly owned subsidary of Frenkel Topping Group Plc
Frenkel Topping Expert Witness provide specialist services within Frenkel Topping Independent Financial Advisors Limited.
Frenkel Topping Charitable Foundation is a wholly owned subsidary of Frenkel Topping
Date: February 16, 2018
The week in review
- Equity markets settle down
- UK inflation remains at 3%
- US announces its infrastructure plan
- Oil price retreats from 12 month high
Date: February 12, 2018
- Global equities fall sharply before stabilising
- Investor fear index rebounds
- Jerome Powell sworn in as the 16th Federal Reserve Chairman
- Sterling’s rally peters out
- A coalition German government is formed
Date: February 2, 2018
The week in review
- Benchmark sovereign bond yields rise
- Equity markets retreat into month end
- PM May signs trade deal with China
- Trump’s State of the Union address
- Europe’s economy remains strong
Date: January 26, 2018
The week in review:
- Sterling rallies vs G10 currencies
- ECB holds its interest rates
- US Government shut down ends
- First signs of US protectionism
- Merger & acquisitions (M&A) accelerate
Date: January 10, 2018
Frenkel Topping are pleased to announce details of their forthcoming conference for 2018.
Following the success of the 2017 conference which was held at Euston Square we will be returning there for our 2018 Deputy Day on Thursday 3rd May.
Further information will follow in due course.
Please save the date for what will be another outstanding event.
Date: December 11, 2017
Global assets recovered from risk-off sentiment that took hold of global markets mid-week. The selloff saw a host of reasons, ranging from profit-taking to the continued drop in technology stocks. Trump administration is actively moving ahead with its campaign promises after months of hits and misses. Last week’s progress in US tax overhaul was a major milestone, which continued to buoy assets this week. Senate Majority Leader Mitch McConnell named eight Republican lawmakers to be part of the conference committee responsible for negotiating a final tax bill with GOP House lawmakers. It is planned to resolve differences between the two versions over the next two weeks.
Date: December 4, 2017
There was enough fodder for market volatility this week. Particularly, the US stock market has lately come a little untethered from its foundation in earnings and economic growth and started turning all its focus on politics. The passage of US tax reform stole the glory off the OPEC production cut extension. The Dow recorded new highs, as Senate Republicans narrowly approved the most sweeping rewrite of the U.S. tax code in three decades, slashing the corporate tax rate and providing temporary tax-rate cuts. The 51-49 vote brings the GOP close to delivering a much-needed policy win for their party and President Donald Trump. After the vote, President Trump said on Twitter that he looks forward to signing a final bill before Christmas. Attention now shifts to a House-Senate conference committee that will be charged with hashing out the differences in the bills and preparing a final version for both chambers to consider.
Date: November 27, 2017
The main headlines of the week revolved around the upcoming major events. UK’s attempts to achieve breakthrough in talks at December summit, oil march as OPEC nears production cut review and the vote on Senate’s version of tax plan after thanksgiving has kept asset prices sensitive to future events.
The Senate’s version of tax plan was released this week and Republican leaders plan a vote around Nov. 30. A deal is within reach if Republicans are willing to compromise on the size of tax cuts. Meanwhile, the Obamacare issue looms in the background, threatening at least one GOP senator’s vote. The mandate repeal still appears much more likely to stay in the bill, where it helps offset more than $300 billion in additional tax cuts. It’s also crucial to President Donald Trump’s goal of making corporate tax cuts permanent under the Senate’s budget rules.
Date: November 20, 2017
The week saw huge swings in global markets, particularly in the U.S. as shares saw the biggest drop in two months after touching record highs a week earlier.
Last week we notified our clients regarding our decision to move 100% to cash and in hindsight, this looked to have been perfect timing to avoid the volatile environment markets saw this week. Our timely decision, meant that our Safety First funds avoided such volatility and protected our annual returns, which are exactly in line with our goals.
We continue to monitor events and look for suitable opportunities to redeploy our funds. Markets are currently sensitive to tax cut reform progress in the U.S., the Senate election in Alabama, and earnings reports. This week saw lofty valuations, the flattening of the yield curve and a selloff in junk bonds adding to global investor concerns.