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…
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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…
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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…
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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…
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2021 was another strong year for the global stock market, driven by robust economic activity, accommodative fiscal and monetary stimulus, as well as strong corporate earnings.
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Global Market Overview – 3rd Quarter 2021 Developed market equities were broadly flat over the third quarter following a decline in September that erased the quarter’s prior gains. Year to…
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Global Market Overview – 2nd Quarter 2021 Over the second quarter of 2021, governments in most developed countries continued to relax COVID- 19 confinement measures and economic activity marched ahead.…
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Global Market Overview – 1st Quarter 2020 The first quarter of 2020 has been an unprecedented period in financial market history across numerous dimensions: The U.S. stock market fell into…
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The debate about where we are in the global economic cycle rages on, and the range of opinions appears to be widening not narrowing.The US Federal Reserve Chairman believes we…
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Global Market Overview – 3rd Quarter 2019 The debate about where we are in the global economic cycle rages on, and the range of opinions appears to be widening not…
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