Welcome to the third edition of our new-style investment report, which replaces the information that we previously provided bi-annually via Equinox, moving to a more regular and accessible format.
We know just how important this information is to those who seek the finer detail therefore we want to provide you with the latest performance news at the right time in the right way.
We hope you find it beneficial. We’ll be evolving the format over time and would welcome your feedback on what you value and what you’d like to see more of.
In this video, Investment Manager, Mike Deverell, focuses on the economy, in particular interest rates and inflation, the biggest drivers of recent market returns.
In this second video, we look at how the current environment has affected the various asset classes we might want to invest in.
The final video focuses on our portfolios, their performance and our positioning in light of recent market events.
