Insights

Important Information

We want to make investing with us simple and straightforward for all of our clients.

Please select your investor type from the options below.

Alternatively you can register or log in to an existing account.

Please note that by making your selection here you are agreeing to the Woodford Investment Management Ltd Privacy Statement and to our Terms and Conditions.

Register now to receive Insights alerts by email.

April roundup

Mitchell Fraser-Jones 3 May 2019 7 min read

Global equity markets continued to move higher in April, with similar preferences evident to those that have prevailed for much of the last three years. Accordingly, the UK market’s leadership again came principally from Asian-exposed businesses…

Read more

March roundup

Mitchell Fraser-Jones 5 April 2019 6 min read

Global equity markets continued to move higher in March, allowing the UK stock market to deliver its biggest quarterly total return in six years. Leadership of the UK stock market was, as has been the case for much of the last three years, dominated by the large, global dollar-earners, such as the oil majors, mining companies and consumer goods companies. Meanwhile, data from across much of the global economy continued to disappoint expectations.

Read more

February roundup

Mitchell Fraser-Jones 6 March 2019 5 min read

A review of key events in February 2019, a month in which most major regional stock markets posted further gains for the year, helped by a dovish tone from the Federal Reserve, a stronger oil price and suggestions of a thaw in China-US trade relations. The roundup also includes updates on holdings such as Barratt Developments, Provident Financial and Proton Partners International…

Read more

January roundup

Mitchell Fraser-Jones 4 February 2019 5 min read

Equity markets enjoyed a robust start to the year, rebounding from December’s declines. Global macroeconomic data appeared to resonate more with the market behaviour at the end of last year, however, with weakness particularly evident in China and Europe, and growing concerns about the outlook for the US economy. We expect the US to join the rest of the world in this more challenging economic environment, with very few regional economies possessing enough internal momentum to withstand the slowdown that is already in train…

Read more

December roundup

Mitchell Fraser-Jones 9 January 2019 5 min read

December was another volatile month for global equities. Markets continued to be buffeted by concerns about the global economic environment and the extent of valuation stretch among popular growth stocks, particularly in the technology sector. As the Brexit talks move through their final stages, the UK market was especially volatile, with rapid changes in the perceived balance of probabilities causing sharp shifts in intra-month performance.

Read more

November roundup

Mitchell Fraser-Jones 4 December 2018 6 min read

After October’s steep declines, November marked a month of consolidation for most regional equity markets. Emerging markets rallied following a prolonged period of pressure, and similarly, a late-month recovery for technology stocks helped the US indices to finish in positive territory. In Europe, most major markets were marginally lower, and, in the UK, politics remained more important than economics as a key driver of sentiment. Meanwhile, the global macroeconomic picture continues to evolve along the lines we have been expecting…

Read more

October roundup

Mitchell Fraser-Jones 2 November 2018 5 min read

October was a brutal month for risk assets, with all regional stock markets suffering heavy intra-month falls, before staging a rally in the last few days. As is often the case in market corrections, it’s difficult to pinpoint any one trigger for market declines, but they broadly coincided with signs of weaker global economic activity and a decisive move higher in 10-year US Treasury yields.

Read more

September roundup

Mitchell Fraser-Jones 2 October 2018 10 min read

A review of key events in September 2018, a month in which most major regional stock markets posted modest gains, recovering their poise following a late summer sell-off. Concerns about the health of emerging economies abated somewhat during the month, helped by a slightly weaker US dollar. Nevertheless, with inflationary pressures building in the US, there is an increasing risk that US interest rates could rise faster and further than is currently expected…

Read more

Woodford Patient Capital Trust plc interim results 2018

Mitchell Fraser-Jones 20 September 2018 5 min read

Today marks the release of the Woodford Patient Capital Trust’s interim results for 2018.

Read more

August roundup

Mitchell Fraser-Jones 4 September 2018 7 min read

A review of key events in August 2018, a month in which the US stock market reached a new all-time high, recording the longest bull market in history. In itself, that provides sound reason for caution but, elsewhere in the world, this bull market is already looking increasingly imperilled, with the UK and other European stock markets losing ground and several emerging markets, including China, already in bear market territory. Meanwhile, evidence to support our more cautious view of the global economic environment has continued to mount…

Read more

Woodford Investment Management Ltd is authorised and regulated by the Financial Conduct Authority (firm reference number 745433). Incorporated in England and Wales, company number 10118169. Registered address: 27 Old Gloucester Street, London, WC1N 3AX.

© 2020 Woodford Investment Management Ltd.
All rights reserved.

Are you sure?

By disagreeing you will no longer have access to our site and will be logged out.

Privacy Preference Center

Experience Tracking

Lets our analytics service track you across our different websites and enables data sharing among our different marketing tools.

AMCV_[Tracker ID]@AdobeOrg (Adobe), [Tracker ID]@AdobeOrg (Adobe)
Adobe Analytics (helps us provide you with more relevant experiences and content based on your likely interests). Cookies: demdex, dextp, dpm, DST, DSTJS
Twitter personalisation (by better understanding how devices are related, Twitter can use information from one device to help personalize the Twitter experience on another device). Cookies: personalization_id
Heap Analytics (provides metrics on user behaviour and actions throughout the site). Cookies: _gid, _hp2_id.[Tracker ID],_hp2_props.[Tracker ID], _ga, _mkto_trk, optimizelyBuckets, optimizelyEndUserId, optimizelySegments, raygun4js-userid, _attribution_referrer, _csrf
Adobe Analytics (provides you with more relevant experiences and marketing messages based on your likely interests). Cookies: _tmae ,ev_sync_dd,ev_sync_yh,everest_g_v2,gglck

Traffic Metrics

Allows Woodford to aggregate information on website usage and popular content

_ga, _gid
Google Analytics (tracks and reports website traffic and user behaviour): Cookie: CONSENT
New Relic (application and server performance monitoring – allows us to spot problems with our website code and improve them to keep things running smoothly). Cookie: JSESSIONID
Adobe Analytics (provides you with more relevant experiences and marketing messages based on your likely interests). Cookies: __qca,__smToken, _ga, _mkto_trk, _rtbmedia

Search History

Populates the 'recent searches' section of the website navigation.

wf__recent_searches_untracked

Close your account?

Your account will be closed and all data will be permanently deleted and cannot be recovered. Are you sure?