September 2017 || Newsletter

Investment Perspective

Global equities managed to end August virtually unchanged even though it was quite a volatile month for financial markets. Sovereign debt performed well as key central bankers refrained from discussing any changes to their monetary policies whereas gold benefited from safe haven demand and lower real interest rates. The euro reached new year-highs against other major currencies and peaked close to a parity of 1.21 versus the dollar before retreating somewhat. Finally, oil prices dropped as severe flooding in Texas restricted  refining capacity, resulting in lower demand for crude oil.

Newsletter summary

  • Investment Perspective
  • Investment Strategy
  • Portfolio Activity/News

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