NEWS

SWM ETF portfolios: 80% of 2018 losses made up in January 2019 As we suggested in our turn-of-the-year market commentaries, the end of 2018 represented a classic supply exhaustion, with every [...]

positive equity outlook for 2019 We are pleased to share the latest edition of our Investment Insights. 2018 was a horrible year for investment markets, with every single asset class showing [...]

SWM ETF portfolios: 2019 outlook and 2018 performance 2018 proved to be a horrible year for all asset classes. SWM’s ETF portfolios were not spared. Although we managed to outperform our [...]

SWM ESG portfolio performance November 2018: a strong month November was a strong month for SWM’s ESG portfolios, with all our strategies outperforming. Outperformance was in the order of 1% to [...]

SWM ESG portfolio performance October 2018 October was a tough month in global markets, with a sharp correction occurring across the board. Global equities were down 7.5% for the month, with [...]

SWM ESG portfolio performance September 2018 The market see-sawing over the summer months continued in September, with global equities squeezing out a 0.43% gain. SWM’s ESG portfolios were [...]

SWM ESG portfolio performance August 2018 August was a month of two halves for most equity markets, with weakness in the first half followed by a rally in the second half, in some cases (e.g. US [...]

SWM ESG portfolios outperform during July 2018 SWM’s ESG portfolios put in a strong month in July 2018 with all portfolios up between 1% and 3% for the month and outperforming their benchmarks, [...]

SWM ESG portfolio fact sheets June 2018 SWM’s ESG portfolios showed some weakness during June 2018, mainly due to a weak month in equity markets (we are overweight equities). Every SWM ESG [...]

SWM ESG portfolio fact sheets May 2018 SWM’s ESG portfolios showed slight weakness during May 2018, mainly due to a weak month in fixed-income markets, and some declines in cryptocurrency. Every [...]

SWM ESG portfolio fact sheets April 2018 SWM’s ESG portfolios showed significant gains during April 2018, with increases between 2.5% and 4.5%, and outperformance of approximately 3% in the [...]

strong January 2018 performance for SWM ETF portfolios SWM’s ETF portfolios all showed strong gains in January 2018. These ranged from 0.54% for our fixed-income portfolio, up to 8.04% for our 1 [...]