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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.

  • 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.