MARCH 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...