Global Market Insights: May 2023
World markets summary:
May was a month of significantly divergent returns, with the Nasdaq 100, Japanese equities and Taiwanese equities up mid-to-high single digits, whilst Hong Kong equities and the…
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World markets summary:
May was a month of significantly divergent returns, with the Nasdaq 100, Japanese equities and Taiwanese equities up mid-to-high single digits, whilst Hong Kong equities and the…
Read more →World markets summary:
After a volatile first quarter of 2023, April was relatively becalmed. Stock markets in most regions advanced modestly, led by a surprisingly resilient UK market which shrugged…
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Read more →Macro
The global economy outperformed pessimistic expectations during the quarter, helped by unseasonably mild weather in the US and Europe. The unexpected and rapid rebound in Chinese activity also bolstered…
Read more →World markets summary:
March began with the collapse of Silicon Valley Bank (and several smaller US regional banks) as fears of a wider 2008-09 banking crisis rippled through markets, eventually…
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This announcement contains certain inside information for…
Read more →World markets summary:
The month was a tough one for financial assets as a series of surprisingly strong economic data releases in the West, coupled with higher than expected inflation…
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