perspectives

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Investment Commentaries: 3rd Quarter 2021

After above-average gains over the first half of 2021, equity markets weakened in the 3rd quarter as investors began to come to terms with increasingly strong headwinds. Attention has shifted from concerns about a prolonged COVID-induced reduction in consumer demand, to concerns about global supply chain constraints…

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CommentariesMatt Morley
Investment Commentaries: 2nd Quarter 2020

"If you can make it halfway and one more step, it's longer to go back, and shorter to finish. So, you just finish." – John Lakeman

The end of the second quarter marks the mid-point of the year, and in many respects the above quote seems tailor made for 2020. The year for markets is another story…

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