Market Commentary July 2020

As we move through 2020 at great pace, we thought it was high time to stop and take stock. Our investment committee has taken a look back through Q2 to produce a Market Commentary for you.

When we locked down in late March, it was hard to imagine that we would see global markets return to the levels of pre-lockdown society as early as June. We have just lived through one of the most volatile quarters the world has borne witness to. Volatility has not only been prevalent in the financial markets but in the emotions of every one of us during unprecedented recent events. Protests, riots, a demand for change; all while COVID 19 remains a severe threat to the vulnerable and elderly.

However, our portfolios are built to withstand these types of events. By using over 100 years of historical data, we build global portfolios, best positioned to capture the returns of the continuously resilient global economy.

You can read and download the full document below, or here if you’d rather view it in a separate browser window.