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.

Longevity & Social Change: August Monthly Commentary

4 minutes read time Learn more about the Pacific Longevity and Social Change Fund here The MSCI World equities index was down 1% in August (in GBP) as most regions and sectors finished in the red. Utilities, Materials and Financials were the weakest performing sectors with only Energy and Healthcare recording gains. Consumer Discretionary came under pressure on the […]

Longevity & Social Change: July Monthly Commentary

4 minutes read time Learn more about the Pacific Longevity and Social Change Fund here The MSCI World equities index was up 2.2% July (in GBP), led by emerging markets, and positive performance in the US and Europe. Strength broad based across the sectors, with the largest gains in Energy and Communication Services and more muted gains in Healthcare, […]

Longevity & Social Change: Q2 2023 Insights

7 minutes read time Learn more about the Pacific Longevity and Social Change Fund here It was the best of times, it was the worst of times, it was the age of AI.  While it was a quarter of light and spring of hope for all things AI, 2Q 2023 was a more challenging period for diversified equity funds. […]

Longevity & Social Change: June Monthly Commentary

3 minutes read time Learn more about the Pacific Longevity and Social Change Fund here The MSCI World equities index was up 3% June (in GBP), driven by gains in the US, as the debt ceiling stalemate became resolved, while Europe surrendered some of the earlier outperformance. Economic data remained largely supportive, with continued resilience in the jobs data […]

Longevity & Social Change: May Monthly Commentary

3 minutes read time Learn more about the Pacific Longevity and Social Change Fund here The MSCI World equities index was up 0.5% May (in GBP). While muted on the surface, this masks a wide dispersion and high concentration of performance within the index. Excluding the contribution of 10 mega caps (Alphabet, Amazon, Apple, ASML, Broadcom, Meta, Microsoft, Nvidia, […]