Monthly Market Commentary - January 2015

12 January 2015

Welcome to the latest issue of our Monthly Market Commentary.

The January issue, which you can read by clicking here, provides a market review up until 31 December 2014 on the following topics:

  • Equities: Equities decline over the month
  • Credit: Russian corporates hit by sanctions and a weakening economy
  • Nominal Yields: Gilt yields fall for all maturities
  • Inflation: UK inflation falls to 1.0%
  • Real Yields: real yields fall for all maturities except for the shorter end of the curve
  • Comment: The impact of falling oil prices on emerging countries: do not forget the US dollar


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