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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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Select Portfolio Commentary March 2019

The equity market turnaround persisted for a second month, with global equity markets now having recovered roughly 75% of the losses from the last quarter of 2018.

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Select Portfolio Commentary February 2019

January was a uniformly positive month for major equity markets, with the MSCI All Country World Index returning 7.9%. Most of this performance can be understood as a rebound...

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Select Portfolio Commentary January 2019

The 4th quarter of 2018 delivered some of the worst returns risk assets have experienced since the financial crisis, with the MSCI All Country World Index down by 12.7%.

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