• Multi-Asset Funds: September 2024

    Jarred Sullivan

    During September, volatility was particularly prevalent at the beginning of the month - in line with During September, volatility was particularly prevalent at the beginning of the month - in line with historical seasonality. historical seasonality.

  • Global Equity Income Portfolio: August 2024

    Ashburton Investments

    August was a tale of two halves, starting off on a negative note with the Bloomberg World Index dropping 6.5% in the first few days. One of the catalysts for the negative sentiment was a surprise Bank of Japan (BoJ )rate hike. This caused an unwind of the YEN carry trade. This had been predicated on a weak Yen and relatively low Japanese interest rates and had supported large amounts of Japanese capital moving offshore into foreign equity markets.

  • Global Equity Growth Portfolio: August 2024

    Ashburton Investments

    August was a tale of two halves, starting off on a negative note with the Bloomberg World Index dropping 6.5% in the first few days. One of the catalysts for the negative sentiment was a surprise Bank of Japan (BoJ) rate hike. This caused an unwind of the YEN carry trade. This had been predicated on a weak Yen and relatively low Japanese interest rates and had supported large amounts of Japanese capital moving offshore into foreign equity markets.

  • Global Equity Growth Fund: August2024

    Ashburton Investments

    August was a tale of two halves, starting off on a negative note with the Bloomberg World Index dropping 6.5% in the first few days. One of the catalysts for the negative sentiment was a surprise Bank of Japan (BoJ) rate hike. This caused an unwind of the YEN carry trade. This had been predicated on a weak Yen and relatively low Japanese interest rates and had supported large amounts of Japanese capital moving offshore into foreign equity markets.

  • Global Leaders Equity Portfolio: August 2024

    Ashburton Investments

    August was a tale of two halves, starting off on a negative note with the Bloomberg World Index dropping 6.5% in the first few days. One of the catalysts for the negative sentiment was a surprise Bank of Japan (BoJ) rate hike.

  • Global Leaders Equity Fund: August 2024

    Ashburton Investments

    August was a tale of two halves, starting on a negative note with the Bloomberg World Index dropping 6.5% in the first few days. One of the catalysts for the negative sentiment was a surprise Bank of Japan (BoJ) rate hike.

  • Multi-Asset Funds: August 2024

    Jarred Sullivan

    Global equity and bond markets climbed higher in August predominately supported by relatively dovish monetary policy rhetoric from Fed Chair, Jerome Powell, in his speech at Jackson Hole.

  • Global Equity Income Portfolio: July 2024

    Ashburton Investments

    July saw many companies report earnings with aggregate average sales and earnings growth of 4.6% and 11.0%, respectively, for all companies reporting globally.

  • Global Equity Growth Portfolio: July 2024

    Ashburton Investments

    July saw many companies report earnings, with aggregate average sales and earnings growth of 4.6% and 11.0%, respectively, for all companies reporting globally.

  • Global Equity Growth Fund: July 2024

    Ashburton Investments

    July saw many companies report earnings, with aggregate average sales and earnings growth of 4.6% and 11.0%, respectively, for all companies reporting globally.