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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After a strong 2021, it has been a testing start to the year for equity markets. Spiralling inflation, concerns about central bank tightening and tensions in Eastern Europe drove the…
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After a strong 2021, it has been a testing start to the year for equity markets. Spiralling inflation, concerns about central bank tightening and tensions in Eastern Europe drove the…
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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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Our new look commentary is now available! Click the button below to see it. Global Market Overview November was dominated by rising coronavirus hospitalisations in parts of Europe and concerns…
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“Individuals who cannot master their emotions are ill-suited to profit from the investment process.” –Benjamin Graham; author of The Intelligent Investor Global Market Overview After retreating in September, stocks regained…
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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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“In investing, what is comfortable is rarely profitable.” – Robert Arnott Global Market Overview Strong economic data came through during August, though much of the developed world appears to be…
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“Buy good companies, don’t overpay and do nothing.” – Terry Smith, Fundsmith CEO & Founder Global Market Overview The global economic recovery continued in July, with the vaccine rollout making…
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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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