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Q2 2022 Fund Manager Report

As the old saying goes, “markets are driven by fear and greed”, and fear has been the dominant factor in market movements this year. Most of the events took place in the first quarter, but the second quarter has seen markets remain volatile and negative. We reflect back on this period whilst discussing pivot points for markets to move from fear to hope.

  • Q2 2022 Fund Manager Report

    As the old saying goes, “markets are driven by fear and greed”, and fear has been the dominant factor in market movements this year. Most of the events took place in the first quarter, but the second quarter has seen markets remain volatile and negative. We reflect back on this period whilst discussing pivot points for markets to move from fear to hope.

  • Q1 2022 Fund Manager Report

    Continued supply chain issues added to the blazing inflation fire, raising concerns how fast and hard Central Banks were going to tighten monetary policy. In early February, the build-up of Russian forces on the Ukrainian border was alarming, but the tragedy that soon unfolded was even more of a concern, and not just for financial markets. We reflect back on a volatile quarter for markets, and highlight some ESG fault lines.

  • Q3 2021 Fund Manager Report

    We reflect back on a more subdued quarter for equity markets. The world is approaching the second anniversary of the pandemic; whilst this is a tough period with a lot of potential hurdles, many of the dangers are out in the open. It will therefore be a process of navigating through the shortages, inflation and uncertainty.

  • Q2 2021 Fund Manager Report

    We reflect back on another positive quarter. Equity market gains are at a more sedate pace than the volatility of 2020 and the returns for fixed income and infrastructure have been more subdued. Towards the end of the last quarter, we noticed a shift back away from the reflation trade that had dominated 2021. We take a look back over Q2 and look ahead to times beyond the pandemic recovery.