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Multi-Asset Blog - Choppy markets after flat calm

21 April 2017

Will Bartleet, CIO and Portfolio Manager of Pacific Multi-Asset
Choppy markets after flat calm

After months of plain sailing in markets, a squall has buffeted markets over the last month. Global equities when measured in Sterling have fallen 4.5% from peak to trough. In the US, equity markets had gone 110 days without falling 1%; they typically fall that much every 11 days. That run inevitably came to an end in March. 

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Emerging Markets Viewpoints - April

10 April 2017

Latest Emerging Market Viewpoints
From Matt Linsey and the North of South Capital team

We have noticed two key trends in our asset class that while supportive of prices over the near term, could represent a significant risk in the future. 

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