Investment blog

Portfolio Manager Commentary 2025/1 Strong Start for Investors The beginning of 2025 provided a constructive environment for investors, with both equities and fixed income assets delivering broadly positive returns. Market dynamics in January deviated from previous trends, highlighting the importance of diversification and strategic allocation across regions and asset classes. Equities: Regional Divergence A notable…

Portfolio Manager Commentary 2024/12 2024 Market Recap and 2025 Outlook 2024 was another positive year for risk assets. Strong U.S. economic growth supported developed market equities, which posted total returns of 19.2%. Emerging markets, helped by a late-year rally in China and solid results from India and Taiwan, delivered 8.1%. U.S. mega-cap tech stocks continued…