Category: Month in a minute

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

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

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

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


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

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

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


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

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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An early Christmas
November was a strong month for asset prices with both shares and bonds rallying. Signs of slowing inflation