Quarterly Investment Report – July 2024
Slowing but Growing
Recent data suggests a potential soft landing for the global economy, as an increasing number of central banks are cutting rates to sustain growth amidst slowing momentum and inflation.
Quarterly Investment Report – April 2024
Delayed Not Derailed
The strong momentum behind markets continued throughout the first quarter of 2024, with the Global Equity index climbing 14%, taking its annual return to 26%.
Our report examines the key themes driving markets, risks and opportunities for 2024 and beyond.
Market Update – March 2024
Reporting Season
Increased economic optimism and robust corporate earnings have propelled stock markets to new heights. Yet, this rapid growth has left some investors apprehensive about potential overvaluation, while others fear missing out on gains.
Quarterly Investment Report – January 2024
The Everything Rally
Contrary to expectations of an impending recession, 2023 was a favourable year for investors, with Global Equities and Bonds gaining +22% and +5%, respectively.
Our report examines the key themes driving markets, risks and opportunities for 2024 and beyond.
Quarterly Investment Report – Oct 2023
Defying Trends
Our October report examines the key themes, risks and opportunities for the remainder of 2023 and beyond.
Overall, the economy continues to defy expectations. Resilient growth reflects longer-than-expected policy lags, supported by an uneven interest rate burden that will keep rates higher for longer.
We are locking in higher yields by increasing our overweight position to Fixed Interest.