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...
Wishes for 2022
December update
– 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...