by Dave Murray | Jul 20, 2025 | Date, Quarterly Commentary
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...
by Dave Murray | Apr 20, 2025 | Date, Quarterly Commentary
QUARTERLY AND ANNUAL PORTFOLIO REPORTS AND AUTUMN UPDATE Autumn Update covering the period from January to March 2025. In contrast to much of the prior year, the first quarter of the year delivered an environment that was challenging for many international...
by Dave Murray | Jan 20, 2025 | Date, Quarterly Commentary
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....
by Dave Murray | Oct 20, 2024 | Date, Quarterly Commentary
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...
