Investment Comment October 2021

The quarter ending 30 September 2021 has been eventful with respect to market news but, despite significant weakness in Asia and Emerging…

Investment Comment September 2021

The collapse of Afghanistan’s US-backed government and the end of the 20-year war dominated news flow in August but the events did little…

Investment Comment August 2021

The main theme dominating markets in July was a continued move away from so-called ‘rotation’ trades, as inflation fears receded and earnings season…

Investment Comment July 2021

Markets were relatively calm in June, as equity markets in all geographies except the UK inched up. Bonds likewise rallied, with longer dated developed…

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