Quarterly Investment updates

December 2021

The fourth quarter of 2021 rounded out another year when developed share markets posted strong returns, despite ongoing uncertainties relating to global supply chains, inflation, interest rates and, of course, emerging variants of Covid-19.

However, markets tend to look ahead. As a result, they weren’t distracted by this ‘noise’, and were instead driven much more by supportive economic and financial data such as positive economic growth, low interest rates and good corporate earnings.

Download December 2021 Update

September 2021

While it’s human nature to enjoy seeing the value of your investment portfolio increasing quickly, it’s also not reasonable for us to expect large gains each quarter.

In fact, if markets ever get too far ahead of themselves, it could increase the chances of a future correction. In that context, a small positive return can sometimes be more reassuring than a large one.

Following the extended strong bounce- back from the Covid-19 market crash in March 2020, the recent quarter represented both a consolidation of those prior gains and an opportunity for the market to digest new information.

And what a considerable amount of new information there was to digest.

Download September 2021 Update

June 2021

It still seems extraordinary that something we knew virtually nothing about just 18 months ago, has so utterly dominated global news, our feelings of economic and personal wellbeing, and the normal
functioning of our daily
lives, ever since.

While individual countries have been wrestling with various approaches to Covid-19 suppression or elimination, an emerging international theme in recent weeks has been a move towards Stage 5 – Acceptance. This theme, propelled by rapidly advancing vaccination programmes internationally, marks another important step on the global road to recovery.

Download June 2021 Update

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