Market Commentary

Note: this is a first pass at the real post listing - the full text of each individual post hasn't been rebuilt yet, only the real excerpts shown on the live listing page. See REPORT.md.

16 April 2026

Market Update April 2026

This is a market update prepared by John Wallace of Sentinel Portfolio Management Limited titled 'Deja vu all over again', following recent global events. Every day in March had the same news story...

9 March 2026

Market Update March 2026

We are writing to share a market update prepared by Howard Crossen of Sentinel Portfolio Management Limited following recent global events. Global markets fell this week, but perhaps not in as deep territory as expected...

18 November 2025

Growth Fund Market Update 2025

Prepared by John Wallace of Sentinel Portfolio Management Limited. We periodically share updates to keep you informed about the current market landscape and global developments...

17 November 2025

October Market Commentary

Prepared by Sentinel Portfolio Management Limited. The tariff rhetoric from the White House continued during the quarter, after the initial “Liberation Day”...

4 April 2025

Trump Tariffs

Investment Note - 4th April 2025. Following the headlines in the press concerning Donald Trump and his announcement regarding Tariffs, our colleagues at Sentinel Portfolio Management Limited have shared an overview of their...

28 January 2025

January Market Summary

We start this year with a summary of the markets in 2024 and their impact on multi-asset portfolios. The table below provides our usual year-to-date summary of the major indices we look at...