June 2026 marked a turning point for financial markets as geopolitical tensions in the Middle East began to ease.
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March 2026 marked a sharp inflection point for global markets, as geopolitical developments overwhelmed economic fundamentals. The escalation of the U.S.–Iran conflict and the effective closure of the Strait of…
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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…
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September 2025 turned out to be a notably positive month for global equity markets. The S&P 500 rose approximately 3.6%, buoyed by strong gains in mega-cap growth stocks centered in…
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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…
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The first quarter of 2025 reminded investors that markets don’t move in straight lines, and neither do geopolitics. After years of U.S. outperformance, markets have entered a new regime shaped…
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Global markets rallied in November, with U.S. equities leading the way. Domestically focused small-cap stocks surged on optimism around Trump’s pro-growth policies, while large-cap equities also gained on expectations of…
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The third quarter of 2024 proved to be a dynamic period for global markets, with significant developments across equities and fixed income assets. The combination of cooling inflation, the initiation…
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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…
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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%...
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