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Select Portfolio Commentary November 2018

October finished as the worst month for global equities since 2012. All major markets closed lower over the month. Ongoing geopolitical risks diminished investor sentiment...

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Select Portfolio Commentary October 2018

The global economy continues to grow above trend, with the U.S. leading the major economies and outperforming expectations.

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Select Portfolio Commentary September 2018

Overall, global equity markets produced a 0.8% return in August, driven by the U.S. However, when the U.S. is excluded, global equities declined 2.3%, dragged down by emerging market returns.

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Select Portfolio Commentary August 2018

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...

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Select Portfolio Commentary July 2018

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

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Select Portfolio Commentary June 2018

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.

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