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Market commentary from the Anchor portfolio management team

  • THIS MONTH IN THE MARKETS

    A monthly insight into what has been happening in the global markets and the Anchor portfolios

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    February 2024

    Wisdom of Buffett
    The equity markets continued to march higher in February due to stable economic data and strong corporate earnings ...

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    January 2024

    Forecasting Follies
    “Humans don’t want accuracy; they want reassurance.” The Nobel laureate and retired Stanford University economist Kenneth Arrow ...

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    November 2023

    Ode to Munger
    The equity markets surged in November as rates markets began pricing the end of tightening cycles, and economic moderation led to falling inflation rates.

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    October 2023

    War and Weight
    The equity market fell in October after Middle East tensions and rising bond yieldsincreased volatility.

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    August 2023

    China Weakness Feeds Market Weakness
    The equity market fell in August as concerns over the Chinese property market and weaker macroeconomic data led to some volatility.

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