Financial Planning Portfolio Performance December 2022

  COMMENTARY ON PORTFOLIO PERFORMANCE – QUARTER 4 2022 Global stocks finished 2022 with a flat quarter after a to...

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Financial Planning Portfolio Performance November 2022.

COMMENTARY ON PORTFOLIO PERFORMANCE – NOVEMBER 2022 It is not since June and July 2021 that we had two consecutive mon...

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Financial Planning Portfolio Performance October 2022

October tends to be one of the better months for markets and this October was no exception. Developed market equities re...

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Financial Planning Portfolio Performance Q3 2022

After a strong rally in equity and bond markets in July, both sold off again in August and September. In July there were...

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Financial Planning Portfolio Performance August 2022

COMMENTARY ON PORTFOLIO PERFORMANCE – AUGUST 2022 August was a month of two halves. It started hopefully, with good U....

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Financial Planning Portfolio Performance July 2022

* Index = MSCI ACWI Total Return € COMMENTARY ON PORTFOLIO PERFORMANCE – JULY 2022 Markets rebounded in July with bo...

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Financial Planning Portfolio Performance Q2 2022

Acumen Portfolio Performance Q2 2022   Commentary on Portfolio Performance – Quarter 2 2022 Markets are forward l...

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Financial Planning Portfolio Performance May 2022

Acumen Portfolio Performance YTD 2022 Commentary on Portfolio Performance – May 2022 Volatility was persistently high ...

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Financial Planning Portfolio Performance April 2022

Acumen Portfolio Performance YTD 2022 Commentary on Portfolio Performance – April 2022 Both the equity and the bond ma...

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QUARTER 1 2022 INVESTMENT REVIEW

Acumen Portfolio Performance Q1 2022   * Index = MSCI ACWI Total Return € Commentary on Portfolio Performance –...

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