Category: Month in a minute

Cakeism*
Throughout the past year, we have taken a more cautious approach centred around the view that global central bank tightening

Resilience – the capacity to withstand difficulties
After a strong January, shares and bonds saw modest retracements in February. Despite this,


A flurry of better news
Despite the turmoil in markets over the past year, our diversified funds have largely maintained their


Still waters run deep
Both bonds and shares saw modest falls in May, but this masks significant moves under the surface.


The land of opportunity
Sticking to the script of 2022, December offered up surprises to keep investors on their toes right


Halfway to a soft landing
Inflation is falling whilst economic growth looks to be resilient, delivering what investors have termed a

Opportunity knocks – Fund performance was broadly positive in October, building on the positive returns seen since mid-year. This performance has come despite ongoing weakness in financial markets over the past few months.


The sun is shining (but not everywhere)
July saw continued strength in global share markets, helping deliver positive performance for the

Divergence creates a land of opportunity
Global markets were choppy in August with generally weaker asset prices, although there was a