Investment Commentary – March 2013

March 10, 2013

The month of February delivered somewhat divergent cross asset returns, whilst uncertainty surrounding the US ‘sequester’ and the Italian election results led to a short-term sell off in risk. It’s fair to say that the performance of risk assets during the past month has been fairly subdued, but not entirely surprising given the strong start to the year for equities, achieved amid a challenging macro backdrop.

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