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Our monthly market update and portfolio positioning commentary.

March 2020

March 2020 Latest

For the second consecutive month, fears over the impact of the spreading coronavirus drove market performance in February. The month began with positive news.

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Select Portfolio Commentary March 2020

After equity markets reached all-time highs, hopes of a quick resolution of the coronavirus outbreak faded with the growth of new reported cases across the globe. Stock markets ended the month in deeply negative territory after a historic decline in the final week of the month.

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January 2020

All major asset classes, particularly global equities, enjoyed attractive returns in Q4 of 2019 in an environment of improved risk sentiment globally.

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December 2019

Equities performed well in November significantly outperforming bonds. November’s rally followed a strong month for equities in October and was propelled by similar drivers: a pick-up in sentiment due to...

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Portfolio Insights November 2019

After a year in which we saw a combination of trade and tariff uncertainty and a general slowdown in global manufacturing, it is perhaps little surprise that Germany narrowly avoided a technical recession.

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October 2019

The third quarter presented investors with difficult conditions, where the interplay between trade, monetary policy and growth, characterised the economic narrative that has prevailed throughout 2019. 

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September 2019

Global equity indices declined during August as the U.S. and China exchanged tariff hikes, hurting investor confidence and raising trade concerns. 

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