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 quarter….
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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%…
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 it encompassed a wider range of sectors, breaking away from the earlier concentration on tech and AI stocks.
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 started to sink in…
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 sentiment was supported by the optimism of central banks..
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 regional banks…
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 calendar year. 2022 will mainly be remembered as a year when markets priced in the unpleasant consequences of higher inflation and interest rates…
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 while global bonds fell 7% (USD)…
Quarter 2 2022 continued the downward movement seen in Quarter 1 with both shares and bonds coming under increased pressure in the second quarter as investors moved to price in further interest rate rises and an increased risk of recession…
The global economy remained unsettled in March. The Russia/Ukraine conflict continued unabated despite hopes for a full ceasefire agreement. Inflation continued its upward trajectory globally, with the latest reading for the United States…
