Expert comment
Email this to a friend   |   Text size: A A A

Richard Hunter

Cut out and keep

By Richard Hunter | 16 Jul, 2008 

The old market adage is that a bull market needs to climb a wall of worry. Unfortunately, the wall is currently smothered in anti-climb paint.

Not that the figures mean anything in themselves, but it has been widely reported that we are now in bear market territory, having dropped some 23% since the 2007 peak and, indeed, 20% this year alone. Investors in and commentators of the market will not have needed this confirmation, since this has felt like a bear market for some time now, both in terms of pessimistic sentiment and a lack of adequate buying pressure.

Furthermore, the nearer term prospects are not particularly promising, either in terms of the UK economy or the market itself.

Nonetheless, part of the investor’s toolkit is being able to recognise some potential glimmers of hope or, as the market insists on calling them, positive “inflection points”.

In the current environment, these turning points are possibly not even on the horizon, but a combination of any of the following (in bold below) might be useful alerts to the day when this particular bear market begins to become less grizzly.

Firstly, some proof that inflation has peaked. This in turn would change the interest rate outlook with the possibility of any cuts becoming a probability. (The current situation, underpinned yet again this week by the rise of inflation to 3.8%, all but removes the possibility of a cut in the near term).

Corporate earnings trough, so that future comparative figures become less onerous. At this point, companies are able to envisage a stronger environment going forward and can benefit from the strict cost cutting strategies they have needed to employ during the downturn. (The number of corporate earnings downgrades is currently on the rise, and on both sides of the pond the imminent second quarter earnings season should provide further proof of the slowdown).

There is a fall in the oil price, which removes an inflationary pressure which is currently having a negative global impact. As a side issue, depending on the reason for the oil price drop – such as the removal of geopolitical tensions – this could have wider psychological benefit for the market. The ongoing demand and supply imbalance, coupled with geopolitical worries, are combining to spike the oil price on a regular basis. The additional concerns of the summer season (when petrol is in particular demand in the US, the world’s largest consumer) and any possibility of hurricane disruption are also weighing heavily.

Perhaps the darkest hour is before dawn – and perhaps we have not yet reached that point. It may be just as well, however, to be armed and ready when the time comes.


Email this to a friend   |   Text size: A A A


Recent expert comments

Danny Cox

Revolution in financial advising

By Danny Cox | 01 Dec, 2008
Up front commissions on financial services products, arguably the source of many of the mis-selling scandals over the years, is set to be replaced in 2012, according to the latest proposals issued by the Financial Services Authority. At the same time,...

Keith Bowman

A week in advance 1st - 5th December 2008

By Keith Bowman | 28 Nov, 2008
This coming week sees the UK major corporate calendar remaining reasonably busy, with interest rate policy dominating the economic calendar. In the US, with the third quarter corporate results season all but finished, economic data releases remain centre stage. Economics In...

Stuart Goodwin

Indian market steady after terrorist attacks

By Stuart Goodwin | 28 Nov, 2008
The recent tragic events in India remind us of the dangers the world is now facing. Much has already been written about the personal and political impact of the terrorist action. Investors in India may be wondering how the country’s...

Tom McPhail

Lifetime limits

By Tom McPhail | 27 Nov, 2008
Picking up on one of the many fiscal bombshells in the pre-budget report, there was the announcement that the lifetime limit for pension funds will be frozen in 2010 at £1.8 million. This will affect a surprisingly wide range of...

Nigel Callaghan

A fair deal for Retiring investors?

By Nigel Callaghan | 26 Nov, 2008
Retiring investors have had the ability to switch their pension savings between insurance companies when buying an annuity to secure a bigger income for life since being introduced in 1978 - 30 years ago (also known as the Open Market...

Invest now

Open a new account: Invest in an existing account:

Market latest

FTSE 100 4,065.49 price-negative -222.52
FTSE 250 5,830.39 price-negative -262.93
FTSE All Share 2,027.19 price-negative -106.80
Dow Jones 8,383.09 price-negative -445.95
NASDAQ 1,439.87 price-negative -95.70
Nikkei 8,397.22 price-negative -115.05
Prices delayed by at least 15 minutes

More articles by Richard Hunter

Market update
20 Nov, 2008

The red pen is out
07 Nov, 2008

UK banks - what now?
16 Oct, 2008

Remember September
01 Oct, 2008

A white knight on a black horse
18 Sep, 2008

UK banking sector report
02 Sep, 2008

No news or research item is a personal recommendation to deal.