“It isn’t growth versus value, it isn’t the level of markets, it isn’t the economic growth rate in 2021 or the progress of the pandemic, but it is understanding change,…
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Global Market Overview In April, expectations for spectacular economic growth turned from forecast to fact, as the reopening of economies lifted developed market economic data. Markets spent much of the…
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Global Market Overview – 1st Quarter 2021 The first quarter of the year was dominated by rising bond yields and a value-led equity market rally. The two key drivers of…
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Global Market Overview The drop in infections and the rapid vaccination rollout continued to drive markets higher in February. The UK and US are progressing well with their vaccination programmes…
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Market Insights Whilst first-quarter global growth will be at best sluggish, reflecting the recent wave of the virus in the US and Europe, market participants are looking ahead to a…
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Global Market Overview – 4th Quarter 2020 So, it’s finally over... 2020 will likely go down in the history books as one not to be repeated. It started with the…
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Global Market Overview A look back at markets in November, in which stocks made record gains amid a decisive outcome in the US election and several successful Covid-19 vaccine trials.…
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Global Market Overview During October financial markets were fairly unrewarding for investors, with equities, in particular, coming under pressure towards the latter stages of the month. Fixed income returns were…
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Summary Global markets, as represented by MSCI All-Country World Index, or ACWI, were up 6.1% in USD for August led by Japan (catch-up performance after having lagged in July) and…
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Stocks continued their march higher in July, adding a fourth consecutive monthly gain. Despite renewed COVID-19 concerns, rising tensions with China , and signs of stalling economic recovery , the…
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