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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With it now consigned to the history books as the largest US bank failure since 2008, this time last week very few outside of the technology or cryptocurrency sectors had…
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World markets summary:
Financial assets enjoyed a very strong start to the year as investors took heart from increased evidence that inflation is peaking in the West and that the…
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World markets summary:
Global markets ended a tumultuous year with another month of languid performance. With the exception of Hong Kong and China, equity markets gave back some of…
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World markets summary:
Markets enjoyed a second consecutive month of positive returns with all major asset classes posting good figures. Despite some mixed economic numbers and increasing evidence of a…
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World markets summary:
With the notable exception of China and parts of Asia, equity markets generally enjoyed a meaningful rally as investors bet on signs of Central Banks pivoting away…
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Macro
To pivot or not to pivot? That was the question on investor’s lips throughout the third quarter of 2022. It (pivoting) refers to the policy actions of the US…
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World markets summary:
It was a painful month for investors as asset classes sold off fairly indiscriminately. Correlations between bonds and equities remained high, evidenced by falls of more than…
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There has been much for investors to digest in the last few weeks and it would be fair to say a lot has left a sour taste in their mouths!…
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World markets summary:
Investors entered the month hoping that early signs of a peak in core inflation in the US and UK would lead to less forceful interest rate…
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