Select Portfolio Commentaries

Trade tensions continued to dominate news during July, with the US administration imposing tariffs on Chinese imports. However, all major global equity market indices rose...

Second Quarter Review Second quarter performance among major asset markets slightly improved over the disappointing first quarter results.

Markets were subject to volatility in May, largely due to heightened political risk including the US administration’s approach to global trade, North Korea and Iran.

April Review Most major markets provided positive returns after two months of negative performance, with the MSCI All-Country World Index rising by 1.0% over the month.

First Quarter Review Volatility returned to equity markets during the first quarter of 2018, whilst global markets (MSCI All Country World Index) returned -0.96%.