A monthly insight into what has been happening in the global markets and the Anchor portfolios
April is the Cruelest Month
April was indeed a cruel month for the equity market, especially for growth stocks ...
February's prominent news item was the escalating war in Ukraine following the Russian invasion ...
Voting Is Now Closed
The MSCI ACWI Net Total Return Index ended lower with a -4.9% return in January. The S&P 500 fell 5.2% ...
The Folly of Forecasts
For November, the MSCI ACWI Net Total Return ended lower with a -2.4% return. The S&P 500 fell 0.7% ...
For October, the MSCI ACWI Net Total Return posted a 5.1% return. The S&P 500 rose 7% ...
War Concerns and Inflation Hurt Stock Returns
Prudent Stock Selection is Rewarded
Finding Alpha in the Age of Delta
Where Do We Go From Here?
Risks and Rewards