Select Portfolio Commentaries

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

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

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

Throughout April, global equities continued the strong performance they have enjoyed since the start of 2019 with the MSCI All-Country World Index