Investment Comment
March 2020
The spread of the Covid-19 virus outside of China derailed equity markets in February. At the time of writing (5 March), there have…
Investment Comment
February 2020
Global equity markets pulled back at the end of January, following the outbreak of the coronavirus in Wuhan, China. The virus has since…
Investment Comment
January 2020
In marked contrast to 2018, equity markets rallied through the final quarter of 2019, with many geographies ending the year at or close…
Investment Comment
December 2019
Positive sentiment in global markets continued in November. Developed markets again outperformed emerging markets, adding to the notable performance divergence this year. Perceived…
Investment Comment
November 2019
October proved to be an encouraging month for investors. Geopolitical risks to markets at home and abroad abated; macro data was better than…
The first quarter of 2020 saw market volatility not experienced since the Global Financial Crisis. With many markets hitting record highs in February,…