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Our monthly market update and portfolio positioning commentary.

December 2019

December 2019 Latest

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 improving global macroeconomic data and increased optimism about the prospects for a U.S. / China trade deal.


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.


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. 


September 2019

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


August 2019

Global equities delivered a small positive gain in July amid reassuring global macroeconomic data, a temporary truce in the U.S./China trade war


July 2019

Q2 brought largely negative news on the U.S.-China trade front (albeit at the end of the quarter the potential ceasefire in the trade war


June 2019

This year’s rally in equity markets came to a halt in May, with many major markets delivering negative returns.They were derailed at first by the collapse

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