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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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    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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