by Lawrence Ford | Dec 15, 2020 | Market Perspectives
NOVEMBER-DECEMBER 2020 COMMENTARY Equity markets across the globe posted spectacular US Dollar-based returns in November. Within fixed income markets, US credit and non-dollar bonds posted strong gains. European equities have recovered from their pre-pandemic levels...
by Lawrence Ford | Nov 13, 2020 | Market Perspectives
OCTOBER-NOVEMBER 2020 PORTFOLIO UPDATE Global equities disappointed in October as coronavirus cases mounted across Europe and the US. Several large economies in Europe, including Germany, the United Kingdom, France and Italy, are returning to some form of economic...
by Lawrence Ford | Oct 19, 2020 | Market Perspectives
OCTOBER 2020 PORTFOLIO UPDATE September was a volatile month across the globe as many markets pared strong advances achieved in the wake of March’s pandemic-induced lows. In the US, the technology-laden NASDAQ Composite Index entered correction territory declining...
by Lawrence Ford | Sep 21, 2020 | Market Perspectives
PORTFOLIO UPDATE – SEPTEMBER 2020 In the latter part of July, our third party asset management firm Wilde Capital Management increased its conviction in risk assets across our asset allocation portfolios in recognition of the confluence of the early stages of economic...
by Lawrence Ford | Sep 8, 2020 | Market Perspectives
AUGUST-SEPTEMBER 2020 COMMENTARY Global equities throughout the world are continuing to recover from their pandemic-induced nadir reached in late March. August was another strong month particularly in the US with the large cap, technology-laden, NASDAQ Composite...
by Lawrence Ford | Aug 3, 2020 | Market Perspectives
For the first time since late March, we have taken tactical action in our portfolios, increasing our commitment to US corporate (investment grade) credit and duration and reducing our cash position to demonstrate a full commitment to risk assets. At the same time, we...
