– 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...
– 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...
– 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...
– 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...
– Despite high volatility in Q4 and uncertainty for 2022, most investors remain fairly overweight on Equities. Last month again was a roller coaster. It started well but later in the month, investors’ mood deteriorated following several lockdown announcements...
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