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... Read more
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. Read more
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. Read more
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. Read more
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. Read more
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. Read more
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. Read more
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. Read more