Select Portfolio Commentaries

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

Equities performed well in November significantly outperforming bonds. November’s rally followed a strong month for equities in October

After a year in which we saw a combination of trade and tariff uncertainty and a general slowdown in global manufacturing...

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

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

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