Newsletter articles
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9 minutesto read
January 2025 Portfolio Management Team Update
Global equities dipped in December 2024 but achieved strong annual returns for the second consecutive…
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5 minutesto read
December 2024 Portfolio Management Team Update
Global equities turned in a mixed performance in November, as the “Trump Trade” drove North…
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4 minutesto read
November 2024 Portfolio Management Team Update
Global equities briefly paused their rally in October ahead of the U.S. Presidential elections, before…
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9 minutesto read
October 2024 Portfolio Management Team Update
Market Review Global equities advanced to new highs last month to cap a volatile quarter,…
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4 minutesto read
September 2024 Portfolio Management Team Update
Global equities added to gains in August, as they recovered from the worst bout of…
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6 minutesto read
August 2024 Portfolio Management Team Update
Global equities surged to new highs in July as inflation concerns abated, before the worst…