• 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

    Dr James Cooke

    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

    Dr James Cooke

    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

    Dr James Cooke

    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 Leaders Equity Portfolio: July 2024

    Dr James Cooke

    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 Leaders Equity Fund: July 2024

    Dr James Cooke

    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.

  • Multi-Asset Funds: July 2024

    Jarred Sullivan

    Geopolitics continued to be the central theme across the globe as election risk remained in focus.

  • Multi-Asset Funds: June 2024

    Jarred Sullivan

    Geopolitical tensions have been rife across the globe as election risk took centre stage over the month.

  • Global Equity Income Portfolio: June 2024

    Dr James Cooke

    In the USA, France, and UK, political transitions are expected following imminent elections. These “lame duck” periods can create uncertainty in markets as outgoing leaders finalise their terms.

  • Global Equity Growth Portfolio: June 2024

    Dr James Cooke

    In the USA, France, and UK, political transitions are expected following imminent elections. These “lame duck” periods can create uncertainty in markets as outgoing leaders finalise their terms.