Month in a Minute: July 2023

Mark Riggall, 07 Aug 2023


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

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Month in a Minute: June 2023

Dr Deborah Lambie, 05 Jul 2023


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

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Month in a Minute: May 2023

Mark Riggall, 07 Jun 2023


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

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Month in a Minute: April 2023

Mark Riggall, 05 May 2023


The Return of Returns
After the turbulence of March, April saw gains for our Funds with positive performance from both bonds

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Month in a Minute: March 2023

Mark Riggall, 11 Apr 2023

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

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Month in a Minute: February 2023

Mark Riggall, 07 Mar 2023

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

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Month in a Minute: January 2023

Mark Riggall, 08 Feb 2023


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

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Month in a Minute: December 2022

Mark Riggall, 11 Jan 2023


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

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Month in a Minute: November 2022

Mark Riggall, 06 Dec 2022

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.

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