Recent Insights
We pride ourselves on customizing investment portfolios for each client based on their respective circumstance, preference, tax situation etc. In addition, we maintain an independent, unconstrained, and overarching view on the market landscape, and publish our related insights on a quarterly basis. Please find a few selected examples below.
Q2 2022
Markets accelerated to the downside during the second quarter amid intensifying inflationary concerns, aggressive central bank tightening, and tumbling sentiment. On the heels of first quarter weakness, 2022 now has the dubious distinction of being the only time in half-a-century where both fixed income and equity markets suffered double digit drops during the first six months of the year.
Q1 2022
Global investment markets were pressured for much of the quarter as early profit-taking and portfolio rotation gave way to broad-based selling amid the Russian invasion of Ukraine and intensifying inflation concerns. Notably, while gold and the dollar found support amid this flight Fixed Income suffered its worst losses in two decades as the 10-year US Treasury yield spiked to 2.5%.