A monthly insight into what has been happening in the global markets and the Anchor portfolios
Equity Commentary: Whipsaw August continued with some equity volatility as the Japanese yen carry trade started to unravel ...
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Equity Commentary: Crop RotationJuly was volatile for equities as the economic reports led to a rotation amongst sub-sectors of equity classes ...
No May ShowersMay was a good month for equities as the economic outlook supported risk assets in general ...
Higher Rates are Not Good for StocksIn April, the equity markets faced a challenging environment following a significant repricing in the bond market ...
Wisdom of BuffettThe equity markets continued to march higher in February due to stable economic data and strong corporate earnings ...
Fed Keeps the Party Going
The Bull Market Continued in the First Quarter
Magnificent Year for the Stock Market
Headwinds Cause a Profit Recession
Economic Resilience
THIS MONTH IN THE MARKETS
A monthly insight into what has been happening in the global markets and the Anchor portfolios
August 2024
Equity Commentary: Whipsaw
August continued with some equity volatility as the Japanese yen carry trade started to unravel ...
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July 2024
Equity Commentary: Crop Rotation
July was volatile for equities as the economic reports led to a rotation amongst sub-sectors of equity classes ...
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May 2024
No May Showers
May was a good month for equities as the economic outlook supported risk assets in general ...
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April 2024
Higher Rates are Not Good for Stocks
In April, the equity markets faced a challenging environment following a significant repricing in the bond market ...
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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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