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  • Writer's pictureStephen Walters

A timely update?

To record the performance of the Dexterity portfolio at this point seems timely. Stock markets being fully electronic, they won’t shut down, but trading will (I guess) reduce still further than it had already.  The chart suggests investor-sentiment has paused on a ledge: where it will go next, I know no better than anyone else. Slim as the merit may seem; I celebrate the evidence that a thematic, ESG approach has valuable defensive quality. 

For info: benchmark 1 (grey) is MSCI World, and 2 is FTSE All Share.

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