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…
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…
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.…
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…
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…
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…
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…
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…
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…
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.…