MAY 2022 | MARKET & PORTFOLIO COMMENTARY

MAY 2022 | MARKET & PORTFOLIO COMMENTARY

It was another rollercoaster month for risk asset investors. Although most global equity indices ended the month only slightly positive, it felt a lot worse. There was no real “winner” when you look at the figures, with the S&P500 returning 0.13%, the ACWI ex-USA...
INDEXATION ≠ PASSIVE

INDEXATION ≠ PASSIVE

This article was originally published in the Q2 2022 edition of  Blue Chip Journal. The discussion around passive versus active is an ever-evolving debate that for some has come to the point of “agree to disagree”. Unfortunately, many market participants see all...
RISKY BUSINESS

RISKY BUSINESS

This article was originally published in the May 2022 edition of MoneyMarketing. Most of the benefits a Discretionary Fund Manager (DFM) affords advisers are well known and well documented – from a dedicated investment team running clients’ investments through to the...
MAY 2022 | MARKET & PORTFOLIO COMMENTARY

MARCH 2022 | MARKET & PORTFOLIO COMMENTARY

It was another month of risk-off behaviour in equity markets in general, but especially in most Emerging Markets. The Russia-Ukraine war is still playing a massive role in risk appetite around the world, with the outcome still highly fluid with any news, positive or...
FEBRUARY 2022 | MARKET & PORTFOLIO COMMENTARY

FEBRUARY 2022 | MARKET & PORTFOLIO COMMENTARY

After an “interesting” start to the year, we were all shocked at the news of events in Russia and the Ukraine. This caused global investors to look for safe havens and the markets to turn risk-off as a consequence. It is only in the resources and energy sector that we...