The impact of coronavirus...

Market update

MAC monthly portfolio summary — 04.03.2020

Despite the negative impact of coronavirus, our mandates are broadly in good shape...

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The positive momentum of 2019 is tested...

Monthly portfolio summary January 2020

MAC monthly portfolio summary — 05.02.2020

Forecast is cloudy near term with sunny spells likely later.

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Year of the politician ends positively...

Monthly portfolio summary December 2019

MAC monthly portfolio summary — 17.01.2020

Time will tell but we can at least begin 2020 with some grounds of optimism. 

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A burst of enthusiasm...

Monthly portfolio summary November 2019

MAC monthly portfolio summary — 05.12.2019

November was a month in which riskier assets rallied across the globe, whilst safer ones continued their late October retreat.

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The final quarter begins well...

Monthly portfolio summary October 2019

MAC monthly portfolio summary — 13.11.2019

October is not traditionally a great month for sentiment or returns, but this particular October may just, with hindsight, turn out to be one during which investor angst reached its peak.

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A volatile quarter ends noisily...

Monthly portfolio summary September 2019

MAC monthly portfolio summary — 09.10.2019

Our investment team comment that there are plenty of smaller ideas for investing just now but no compelling large ones.

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Summer holiday ends with a bump...

Monthly portfolio summary August 2019

MAC monthly portfolio summary — 05.09.2019

August was overall a solid month for portfolios against a very volatile investment backdrop.

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Summer party begins to fizzle...

Monthly portfolio summary July 2019

MAC monthly portfolio summary — 14.08.2019

Our investment team look at the year to date and how returns will be tested again over the coming months.

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