Global Market Insights: February 2024
Overview
February was a month to forget for US market participants. Whilst President Trump’s first term was a positive one for markets, like many sequels, Trump 2.0 has been disappointing…
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Overview
February was a month to forget for US market participants. Whilst President Trump’s first term was a positive one for markets, like many sequels, Trump 2.0 has been disappointing…
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Read more →World Market Summary
The main event in January was Trump’s return to the White House, but his welcome was short-lived as DeepSeek tested the narrative of US exceptionalism. The Chinese…
Read more →Macro
In Q4, markets were at the mercy of the ubiquitous political uncertainty, but we remained focused and grounded by macro data and company fundamentals. The US economy continued to…
Read more →World Market Summary
December is typically a mixed month for market performance and 2024 was no different, but the notorious ‘Santa rally’ failed to materialise. Bond yields rose and stocks…
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