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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Global Market Overview The rebound in equity markets extended into May. A cross-sectional review of asset class returns shows that asset prices have moved on from pricing in reflation to…
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Global Market Overview After the severe shock in March, markets rebounded strongly in April. COVID-19 continued to spread globally, but some countries saw daily new infection rates start to fall…
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Global Market Overview In February, the coronavirus (COVID-19) outbreak replaced trade as the main focus for the markets. Fears of near-term negative effects on Chinese and global growth, together with…
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Global Market Overview Global indices started the year on a very strong footing, with almost all major equity indices delivering positive gains in the first three weeks of the year.…
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Global Market Overview Equities continued to climb the wall of worry in November – a relatively consistent feature of markets in 2019, despite the multitude of geopolitical risks that investors…
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Global Market Overview Financial markets welcomed signs of an easing in geopolitical tensions in October, with risk assets generally outperforming traditional safe havens. The US and Chinese authorities moved closer…
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Global Market Overview The mood for the month was set on its first day with a tweet from the US president announcing an intention to impose a 10% tariff on…
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Global Market Overview Global financial markets posted a mixed performance in July. Corporate earnings figures for the second quarter gave a boost to the US stock market in the beginning…
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