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Market commentary from the Anchor portfolio management team

  • THIS MONTH IN THE MARKETS

    A monthly insight into what has been happening in the global markets and the Anchor portfolios

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    January 2026

    Equity Commentary: Rotation of Leadership
    Equity markets posted gains in January despite significant geopolitical volatility involving Venezuela, Greenland, and Iran ...

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    November 2025

    Equity Commentary: Mix Bag
    November 2025 was a month of high volatility and sharp rotation that ended with a "mixed bag" for the major indices ...

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    August 2025

    Equity Commentary: Tip-Toeing Forward
    August equity returns were solid. US non-farm payroll report for July suggested labor growth may be slowing ...

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    July 2025

    Equity Commentary: Mag-nificent
    Solid earnings reports from several of Magnificent Seven Stocks drove the U.S.stock indices higher in July ...

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    May 2025

    Equity Commentary: TACO Trade
    Easing trade tensions helped global equities deliver their strongest monthly performance since 2023 ...

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