Category: Month in a minute

Higher for longer
It was a difficult month for both share and bond markets with sharp falls across both. Despite this,

Laying the foundations
Financial markets continue to adjust to the reality of “higher for longer” interest rates. Over the past three

August was a volatile month with global share prices moving sharply higher, and then lower as the month progressed. As we wrote last month, we were sceptical of the recent strength in share markets and have maintained a cautious position in our funds, reducing exposure even further during August. For this reason, monthly fund returns are only modestly negative despite significantly weaker share and bond markets.

August was a volatile month with global share prices moving sharply higher, and then lower as the month progressed. As we wrote last month, we were sceptical of the recent strength in share markets and have maintained a cautious position in our funds, reducing exposure even further during August. For this reason, monthly fund returns are only modestly negative despite significantly weaker share and bond markets.

November was a strong month for asset prices with both shares and bonds rallying. Signs of slowing inflation pressures mean global central banks are likely to slow their pace of hiking, giving investors potential relief from the relentless rise in interest rates this year. The broad rally helped deliver solid Fund returns for the second month in a row.

Portfolio Manager, Mark Riggall discusses the month’s key highlights in 60 seconds.

Portfolio Manager, Mark Riggall discusses the month’s key highlights in 60 seconds.
A shifting backdrop
June was another very tough month for

Portfolio Manager, Mark Riggall discusses the month’s key highlights in 60 seconds.
Half-time huddle
Share markets continue to be volatile as they

Portfolio Manager, Mark Riggall discusses the month’s key highlights in 60 seconds.
A perfect storm
It’s been a brutal start to

Portfolio Manager and Head of Sustainable Investment, Frances Sweetman discusses the month’s key highlights in 60 seconds.
New year, new regime
January