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Lunesdale Investment Managers

Discretionary Investment Management

Discretionary Investment ManagementDiscretionary Investment Management

November 2020 - Market Commentary

Optimism can be contagious too

After a rough, tough performance month in the pan-European equity markets, the instinct is always to look away from the detailed data and conclude in a world of tightening pandemic restrictions and an imminent (and hotly contested) American presidential election, that uncertainty must induce investment caution.


Certainly it is a very challenging backdrop and we should sadly expect unemployment to rise and economic growth levels to be muted, despite the continuing efforts of policymakers to provide support mechanisms. When the history books are written on 2020 there will be few chinks of light and almost everyone will be pleased when the year clock ticks over onto 2021.

To read the full publication please see below

November 2020 Market Commentary (pdf)Download

Previous publications

October 2020 Investment Strategy (pdf)Download
July 2020 Investment Strategy (pdf)Download
June 2020 Market Commentary (pdf)Download
May 2020 Market Commentary (pdf)Download
April 2020 Investment Strategy (pdf)Download
March 2020 Market Commentary (pdf)Download
February 2020 Market Commentary (pdf)Download
January 2020 Investment Strategy (pdf)Download
December 2019 Market Commentary (pdf)Download
November 2019 Market Commentary (pdf)Download
October 2019 Investment Strategy Quarterly (pdf)Download
September 2019 Market Commentary (pdf)Download
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Lunesdale Investment Managers is a trade name of Raymond James Investment Services Limited (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No.3779657. Registered Office: Ropemaker Place, 25 Ropemaker Street, EC2Y 9LY. www.raymondjames.uk.com


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