Global Market Overview The rebound in equity markets extended into May. A cross-sectional review of asset class returns shows that asset prices have moved on from pricing in reflation to…
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Global Market Overview After the severe shock in March, markets rebounded strongly in April. COVID-19 continued to spread globally, but some countries saw daily new infection rates start to fall…
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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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Global Market Overview In February, the coronavirus (COVID-19) outbreak replaced trade as the main focus for the markets. Fears of near-term negative effects on Chinese and global growth, together with…
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Grim warnings on Tuesday 25 February from public health officials about the spread of the coronavirus coincided with new cases appearing across Europe, sparking a sell-off in markets and stirring new worries…
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Global Market Overview Global indices started the year on a very strong footing, with almost all major equity indices delivering positive gains in the first three weeks of the year.…
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Global Market Overview Equities continued to climb the wall of worry in November – a relatively consistent feature of markets in 2019, despite the multitude of geopolitical risks that investors…
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Global Market Overview Financial markets welcomed signs of an easing in geopolitical tensions in October, with risk assets generally outperforming traditional safe havens. The US and Chinese authorities moved closer…
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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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