April 2018 || Newsletter

Investment Perspective

March was another tumultuous month for equity markets, which have moved from an early-year state of euphoria to a state of confusion. With a lack of news related to the profitability of companies, stocks have been hurt by concerns about a trade war, reshuffles within the White House and a series of negative developments relative to the technology sector. Maybe surprisingly, defensive assets have not benefited that much from the volatility of stock markets; gold was virtually unchanged, government bond yields have drifted only a little lower while the Swiss franc and the yen, the perennial safe haven currencies, barely varied over the month.

Newsletter summary

  • Investment Perspective
  • Investment Strategy
  • Portfolio Activity/News

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