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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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    May 2025

    Equity Commentary: TACO Trade
    Easing trade tensions helped global equities deliver their strongest monthly performance since 2023 ...

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    April 2025

    Equity Commentary: Policy Uncertainty
    Liberation Day did not initially prove to be very liberating. April was a volatile month, with the S&P 500 Index initially plummeting nearly 20% off its high intra-day before staging a grinding recovery ...

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    February 2025

    Equity Commentary: Policy Uncertainty
    Unprecedented U.S. policy shifts are causing rising uncertainty in the financial markets. February saw U.S. shares stumble after a long period of out-performance as President Trump rapidly instituted his promised tariffs on trading partners ...

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    January 2025

    Equity Commentary: DeepSeeking
    January saw a strong start to the year. The MSCI ACWI Index rose 3.4%. The MSCI EAFE Index led the charge with a gain of 5.3% due to a robust return in European shares ...

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    November 2024

    Equity Commentary: Trump Bump
    November saw positive equity returns following the Republican US election sweep ...

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