Longevity & Social Change: October Monthly Commentary
3 minutes read timeThe MSCI World equities index was up 2% in October (in GBP). On a sector basis, Information Technology, Consumer Discretionary, and Communication Services led the gains, while Healthcare, Staples and Materials were the weakest performers.
Longevity & Social Change: September Monthly Commentary
3 minutes read timeThe MSCI World equities index was up 0.2% in September (in GBP). Fading concerns over the slowing US economy drove a rotation out of the defensives and into cyclicals.
Longevity & Social Change: August Monthly Commentary
3 minutes read timeThe MSCI World equities index was up 0.4% in August (in GBP). A sharp selloff across the major regions and indexes in the first week of August was followed by a rapid recovery over the remainder of the month.
Longevity & Social Change: July Monthly Commentary
3 minutes read timeThe MSCI World equities index was flat in July (in GBP) as weakness in Information Technology and Communication Services was offset by strength in Financials, Industrials and Healthcare.
Longevity & Social Change: June Monthly Commentary
3 minutes read timeThe MSCI World equities index was up 3% in June (in GBP), predominantly driven by Information Technology, while performance across the other sectors was more mixed
Longevity & Social Change: May Monthly Commentary
3 minutes read timeThe MSCI World equities index was down 2.8% in April (in GBP), reversing March gains, driven by declines in Information Technology, Real Estate and Healthcare.
Longevity & Social Change: April Monthly Commentary
3 minutes read timeThe MSCI World equities index was down 2.8% in April (in GBP), reversing March gains, driven by declines in Information Technology, Real Estate and Healthcare.
Longevity & Social Change: March Monthly Commentary
3 minutes read timeThe 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: February Monthly Commentary
3 minutes read timeThe MSCI World equities index was up 5% in February (in GBP) with broad based strength led by cyclicals), while more defensive sectors such as Staples and Healthcare lagged.
Longevity & Social Change: January Monthly Commentary
3 minutes read timeThe 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.
