Category: Longevity & Social Change

Longevity & Social Change: March Monthly Commentary

3 minutes read time The MSCI World equities index was up 3% in March (in GBP) led by Energy, Materials and Utilities and broad performance across major regions. March reporting by a number of consumer discretionary names introduced some doubt about the resilience of the US consumer confirming our earlier assessment that demand is likely to remain bifurcated.

Longevity & Social Change: January Monthly Commentary

3 minutes read time The MSCI World equities index was up 0.9% in January (in GBP) with Information Technology, Communication Services and Healthcare posting the strongest gains, while Materials and Real Estate recorded the largest declines.

Longevity & Social Change: December Monthly Commentary

3 minutes read time The MSCI World equities index was up 4% in December (in GBP) with Real Estate, Industrials and Financials posting the strongest gains, while Energy was once again the only sector to record a decline.

Longevity & Social Change: November Monthly Commentary

3 minutes read time The MSCI World equities index was up 5% in November (in GBP) as most regions and sectors posted a recovery after two months of broad-based weakness. The strategy performed broadly in line with its global benchmark in November, despite our zero allocation to Tech and helped by our strong stock selection in Healthcare, Financials and Consumer Discretionary.

Longevity & Social Change: October Monthly Commentary

4 minutes read time The MSCI World equities index was down 2.5% in October (in GBP) with broad weakness across regions and sectors. Utilities was the only sector to record a gain, while Information Technology saw the narrowest decline.