Market Update – Equity Special
6th February 2018
Equity markets shot out of the blocks in the first few days of January amid talk of a Goldilocks scenario of stronger economic growth and globally accommodative monetary…
Author: Chris Metcalfe
Market Update – Equity Special
6th February 2018
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Monthly Performance Update January 2018
22nd December 2017
Happy New Year! Welcome to our first Monthly Performance Update of 2018. As we look at our own performance for December 2017, we have also written a short…
PMS Monthly Performance Update November 2017
5th December 2017
Not much actually changed throughout November, relative values and absolute values barely moved and 2017 continues to be our most successful year in relative terms. As has been…
OEIC Monthly Performance Update October 2017
9th November 2017
THIS UPDATE IS STRICTLY FOR FINANCIAL PROFESSIONALS ONLY & SHOULD NOT BE VIEWED BY RETAIL CLIENTS. Within the OEIC there was outperformance across the range, from 0.30% at…
PMS Monthly Performance Update October 2017
7th November 2017
October proved to be another rampant month for stock markets globally, though the bulk of those gains were made by the middle of the month. The positive results…
PMS Ethical Performance Update October 2017
17th October 2017
Quarter 3 of 2017 turned out to be another positive month in both absolute and relative terms for the PMS Ethical portfolio, which returned 1.59% compared to the…