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CSP Q2 Commentary and Performance – June 2018

Performance Recap:

  • Equity performance remains ahead of our benchmarks year-to-date despite giving up some performance in the second quarter. Year to date, the Luxon Global All Equity Portfolio gross return is +0.98% while the MSCI All Country World Index remains negative for the year at (0.43%).
  • Bond returns trail their benchmarks for the quarter and year to date as yields rose and a strong dollar moved against our international bond positions. We have shortened duration and anticipate a more normalized second half of the year for fixed income.

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