Performance and Market Updates

In the latest US earnings season, many earnings forecasts had been lowered so much that it was difficult for some companies not to beat their final forecasts. With…

September was another good month for investors, as multi asset portfolios produced positive returns following a tougher August. This leaves the tally at 7 positive and 2 negative…

The IBOSS PMS Ethical portfolio continues to perform strongly relative to its benchmark – IA 40-85% Shares – now outperforming over all cumulative periods up to, and including,…

Global equity markets got off to a very poor start in August and finished down for the month. This may sound severe, but trading volumes were thin (holidays)…

What Happened on Friday? It is possible that the investment landscape really did change on Friday 23rd August. At 01.45 GMT China announced retaliatory tariffs against the US…

We regularly hear the statement “There is no value left in Bonds”. Ironically, we do not hear the same said of equity markets despite their trading at record…