C8/Green Blue US Equity L/S Certificate 2027 - June 2021

C8/Green Blue US Equity L/S Certificate 2027 – June 2021

After a period of strong gains, the Good Governance Certificate gave back 3.2% in June. With oil and gas stocks excluded from our long basket on ESG grounds, the sharp recovery in these stocks (up 23% since the start of May) weighed on the overall performance. However, this underperformance is to be expected, given the ESG exclusions, when, for example, the oil price rises sharply. This leaves the Certificate up 2.6% in the first half of the year, and up 8.2% since inception.

BY JON WEBB

C8 GBI April 2020 Monthly Report – Cirdan Capital

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Monthly Commentary

Looking at the underlying equities, Tech stocks such as Microsoft, Nvidia and Apple performed well, whilst Merck was the best performer on the month. On the counter side, HP was hit again, as the end of Covid restrictions reduces PC and printer sales, whilst Snap On gave back some of the 35% gain for the year to the end of May.

NDR Dynamic Allocation Strategy March 2023 Update

BY BRIAN SANBORN

Dynamic Allocation Strategy, indicators, weightings update Read more →

C8 Weekly Bulletin: Europe performs well in ‘long only’ recovery

BY ROBERT MINIKIN

The new calendar year has begun with an explosive extension of the 'long only' asset rally which has been underway since last October’s Fed signal of smaller rate hikes. The positive case for European asset markets specifically been reinforced by a new slide in regional natural prices – to levels last seen ahead of the Ukraine invasion. In this Weekly Bulletin, we take a look at how investors can build European asset market exposure on the C8 platform. Read more →

Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy February 2023 Update