2020: Quarter Three
This is likely to have been the deepest recession of our lifetimes. However, as we begin to emerge from shutdowns the economic impact has not been quite as bad as…
2020: Quarter Three
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2020: Quarter Two
Financial markets performed strongly over the quarter as they recovered their poise following the frenetic selling that occurred in March. Economic activity is rebounding and markets have responded favourably to…
Coronavirus and the markets
In recent weeks, the coronavirus has never been far from the headlines. At the start of March, there were more than 87,000 confirmed cases of Covid-19 with almost 3,000 deaths….
2020: Quarter One
The portfolio made further progress over the final quarter to complete a very profitable year for investors. The prospect of interest rates remaining at very low levels has lifted valuations…