Quarterly Outlook

Quarterly Investment Update Q1 2023
Beware the Ides of March… The past 12 months has seen a swift withdrawal of the loose monetary policies adopted by central banks globally, and

Quarterly Investment Update Q3 2022
Introduction…… Year-to-date losses for stock and bond markets accelerated in the third quarter, with the MSCI World index finishing Q3 down by 6.6% in dollar

Quarterly Investment Update Q1 2022
Introduction…… As the opening quarter of the year draws to a close and we enter Q2, we reflect on what has definitely been a memorable

Quarterly Investment Update- Q3 2021
The third quarter was a much more volatile quarter as we had expected in our half-year forecast. Over the course of Q3 we saw risk

Quarterly Investment Update- Q1 2021
Risk assets have seen a broadly positive start to 2021, and while we acknowledge that it has not been a simple and straight forward ride

Quarterly Investment Update - Q3 2020
2020 Chapter 4… The 2020 journey so far has been an extremely interesting and memorable one from the point of view of investment markets and

Quarterly Investment Update - Q1 2020
Summary Since our 2020 investment note in January, things around the world have changed dramatically, we have all been presented with a very unique situation

Quarterly Investment Update - Q1 2019
Summary Global Equity markets have started the year exceptionally well, helped by progress on US-China trade talks, the dovish pivot from global Central Banks, better