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Q2 2025: Volatility & Rewards

Q2 2025: Volatility & Rewards

QUARTERLY PORTFOLIO REPORTS AND WINTER UPDATE Winter Update covering the period from April to June 2025. The second quarter of the year saw increased volatility in many markets. However, after the early April unveiling of controversial US tariff policy caused sharp...
Stay the course: Discipline over market timing

Stay the course: Discipline over market timing

The markets have been quite choppy lately, with global shares – especially in the US – taking significant hits over the past 3-4 weeks. This volatility stems from several factors: worries about potential Trump Administration tariffs sparking trade wars,...
Q4 2024: Gains & Policy Shifts

Q4 2024: Gains & Policy Shifts

QUARTERLY PORTFOLIO REPORTS AND SUMMER UPDATE Summer Update covering the reporting period from October to December 2024.  With the final quarter of the year delivering some useful returns, investment portfolios generally ended the year on a very positive note....
Q3 2024: Broad Gains & Volatility

Q3 2024: Broad Gains & Volatility

QUARTERLY PORTFOLIO REPORTS AND SPRING UPDATE Spring Update covering the period from July to September 2024. The third quarter of the year saw continued gains, which, in contrast to recent quarters, was not down to domination by the large AI related technology...
The art of weathering market turbulence

The art of weathering market turbulence

The markets have been quite choppy lately, with global shares – especially in the US – taking significant hits over the past 3-4 weeks. This volatility stems from several factors: worries about potential Trump Administration tariffs sparking trade wars,...