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Select Portfolio Commentary September 2019

Global equity indices declined during August as the U.S. and China exchanged tariff hikes, hurting investor confidence and raising trade concerns.

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Select Portfolio Commentary August 2019

Global equities delivered a small positive gain in July amid reassuring global macroeconomic data, a temporary truce in the U.S./China trade war

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Select Portfolio Commentary July 2019

Q2 brought largely negative news on the U.S.-China trade front (albeit at the end of the quarter the potential ceasefire in the trade war

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Select Portfolio Commentary June 2019

This year’s rally in equity markets came to a halt in May, with many major markets delivering negative returns.They were derailed at first by the collapse

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Select Portfolio Commentary May 2019

Throughout April, global equities continued the strong performance they have enjoyed since the start of 2019 with the MSCI All-Country World Index

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Select Portfolio Commentary April 2019

During the first quarter of 2019 the global economy saw a renewed appetite for risk after the poor end to 2018, which subsequently saw equities deliver strong returns.

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