The movements in global equity markets over the past few weeks have rightly caused some concern for investors. Ahead of the seasonally favourable end-of-year markets, many equity indices have lost ground, with the ASX down 10% since the peak in February.
markets
Quiet month for Laureola; effects of US interest rates on LS prices
The Laureola Bermuda Fund was up 0.1% in March, and up 0.5% ytd. One small policy matured and four polices were added to the portfolio last month. The portfolio now has 188 policies with an average face of $710k. 37% of the policies have a Life Expectancy of 48 months or less.
Consistent investment performance – slow and steady wins the race
When looking at asset class returns over the last ten years, it is easy to see the shifting fortunes of asset classes from one year to the next. If an investor seeks stability in returns, what should be the characteristic to look out for?
February steady for Laureola with consistency the key
The Laureola Bermuda Feeder Fund returned 0.4% in February and an average of 7.2% per annum over the past 3 years, a period which includes the unusual month of December 2018.
Market optimism gives value sector a lift
The last few weeks of the month witnessed stronger performance from the Value and more economically-sensitive sectors, versus the companies we typically invest in.
Market performance is logical not euphoric
A clear bifurcation in markets between winners and losers exists, especially during this pandemic.
Insync ranked highly in Morningstar performance tables
Insync Global Capital Aware Fund has ranked highly in the recent Morningstar performance tables (in 4th place for performance of +19.60% over one year and +16% over 3 years).
Dominos is a standout stock in volatile world markets
International equities fund managers, Insync, notes that Dominos has only fallen 10% in share price compared to the benchmark index, MSCI ACWI which is down 31%.