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…

Investment Comment October 2019

Markets proved resilient in September, offsetting some of the weakness experienced over the summer. However, the OECD’s cut to global growth forecasts from…

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