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...
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...