2025 proved to be a constructive year for investors, marked by easing inflation, improving financial conditions, and resilient corporate earnings. Markets responded positively as central banks began shifting toward more…
Read More
In June 2025, U.S. equity markets soared to record highs, powered by robust tech and AI stocks, improved corporate earnings, and easing trade frictions. However, investor sentiment was tempered by…
Read More
The second quarter of 2024 built on the successes of the first, with risk assets delivering another set of positive returns to investors. Economic momentum carried over from the first…
Read More
The quarter was particularly favorable for developed market stocks, especially growth-oriented ones, which saw a 10.3% return (USD). The US stood out with the S&P 500 climbing 10.6%...
Read More
The S&P 500 index, with its growth-oriented composition, outperformed other major equity indices by delivering an 11.7% total return, its best in three years. This performance was particularly notable as…
Read More
Throughout September, the US market continued to assert its dominance and influence on global markets. Global Equities continued, its downward trend in September, as the Fed’s “higher for longer” theme…
Read More
Global financial markets performed well in June 2023 as the disinflation trend continued in many parts of the globe due to the easing of food and commodity prices. Furthermore, market…
Read More
March was a volatile month for global markets as the Federal Reserve’s now 13-month rate hike cycle contributed to stresses in the banking system resulting in the closing of three…
Read More
2022 was a year for the history books, it was the first year since the 1870s that both U.S. stocks and long-term bonds fell more than 10% in the same…
Read More
After a strong rally in equity and bond markets in July, both sold off sharply again in August and September. Overall, developed market equities fell 6% (USD) over the quarter…
Read More
