Investor optimism from July continued into the first half of August, before central banks’ unrelenting commitment to control inflation raised global recession fears…
Investment Comment
September 2022
Investment Comment
August 2022
July provided relief for investors after a very difficult first half of 2022. Equities rallied, led by technology and consumer discretionary companies, and…
Investment Comment
July 2022
2022 is shaping up to be a very different year to 2021. The conflict in Ukraine has created the greatest European security threat since World War II…
Investment Comment
June 2022
Global equities, as measured by the MSCI ACWI, ended May almost flat after significant intra-month volatility. The principal drivers of investor sentiment over…
Investment Comment
May 2022
2022 has proven to be a difficult year so far for investors and April unfortunately followed this trend. The Russia-Ukraine war, lockdowns in…
Investment Comment
April 2022
When a human crisis with terrifying consequences for millions of people is ongoing, commenting on the effect on markets can feel uncaring or even heartless.
Investment Comment
March 2022
We are shocked and saddened by the events that have unfolded in Ukraine in the last seven days. We must acknowledge that this…
Investment Comment
February 2022
Global equities, as measured by the MSCI ACWI, retreated 4.00% in January. There is currently much for investors and markets to digest: high…
The third quarter of 2022 was a story of two very different halves. A relative calm swept over markets in July following an eventful first half of the year…