Month in a minute: October 2022

Mark Riggall, 04 Nov 2022

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.

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Month in a minute: September 2022

Mark Riggall, 06 Oct 2022

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.

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Stock Story: Shell

Frances Sweetman, 05 Oct 2022

Industry in transition
Shell Plc. is one of the largest players in the global oil and gas industry. Given profits in

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