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

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

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

Opportunity knocks
Fund performance was broadly positive in October, building on the positive returns seen since mid-year. This performance has come

Portfolio Manager, Mark Riggall discusses the month’s key highlights in 60 seconds.
False Dawn
July saw shares and bonds recover from their

A shifting backdrop
June was another very tough month for markets, with broad based selling across shares and bonds. Whilst we