April update
– We were back on the road in April. It was great catch-up face to face with clients for presentations and portfolio updates. The war in Ukraine has escalated, sanctions have been imposed, disrupting commodity supplies and creating high volatility in some...March update
– February was a volatile month for equities amid rising interest rates, inflation worries and the escalation of the Russia-Ukraine conflict. On the Fixed Income side, sentiment has been negative since September, with negative performance figures since the...February update
– January was a difficult month. The S&P 500 had its worst week since March 2020 and the Nasdaq its worst month since October 2008. Most equity funds saw their worst monthly performance for a long time. On the bond side, fears of slower growth and higher...January update
– 2021 ended as the third consecutive year of strong performance for global equities, underpinned by more than 50% earnings growth, nevertheless it was another roller-coaster year with Covid but we managed some great achievements: Most of the funds (ex Latam...