Hello Everyone,
Here is a link to the October Newsletter.
This month we have welcomed the ceasefire in Gaza, which is hopefully the beginning of the end of the conflict between Israel and Hamas. The war in Ukraine continues, but the Trump administration is still trying to broker an agreement.
Although progress on both fronts would help investor confidence, the latest escalation in the trade dispute between the US and China has caused some short-term volatility.
After a disappointing August, nearly all sectors made gains in September.
Both portfolios have also risen since the last newsletter. The Tugboat is up 0.3%, while the Ocean Liner has gained 1.0%.
As always, I hope you enjoy this month’s newsletter, and I look forward to hearing any feedback.
This month we have welcomed the ceasefire in Gaza, which is hopefully the beginning of the end of the conflict between Israel and Hamas. The war in Ukraine continues, but the Trump administration is still trying to broker an agreement.
Although progress on both fronts would help investor confidence, the latest escalation in the trade dispute between the US and China has caused some short-term volatility.
After a disappointing August, nearly all sectors made gains in September.
Both portfolios have also risen since the last newsletter. The Tugboat is up 0.3%, while the Ocean Liner has gained 1.0%.
As always, I hope you enjoy this month’s newsletter, and I look forward to hearing any feedback.
Kind regards and best wishes,
Richard Webb
Managing Director
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