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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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    October 2026

    Equity Commentary: AI Fears Stoke Tech Wreck
    October was a negative month for equities. The MSCI ACWI Index fell 1.5% for the month, while the MSCI Emerging Markets Index sank 8.3% ...

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    August 2026

    Equity Commentary: Market Becoming More Discerning
    August was a solid month for equities, although the gains were front-loaded, and the final week gave back some of the returns ...

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    July 2026

    Equity Commentary: Easy Come, Easy Go
    July saw stocks pause as churn amongst sectors massively offset each other ...

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    May 2026

    Equity Commentary: AI Overpowers Energy Fears
    May saw stocks hit records as investors looked past the conflict in the Middle East ...

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    April 2026

    Equity Commentary: The Market is Forward Looking
    April saw stocks hit records as investors looked past the conflict in the Middle East ...

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