Archives

further strong outperformance for SWM ETF portfolios in April 2019 SWM ETF portfolios added up to 3.6% additional performance in April 2019, taking year-to-date performance to almost 17% for our [...]

further gains for all SWM ETF portfolios in March 2019 SWM ETF portfolios added up to 1% additional performance in March 2019, taking year-to-date performance to almost 13% for our growth and [...]

strong performance for SWM ETF portfolios in February 2019 February 2019 was a strong month for SWM’s ETF portfolios, with gains of between 1.4% and 4%, and outperformance in every ETF strategy [...]

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 [...]