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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Developed market equities performed strongly in November (+4.8%), with the US leading the way (+7.7%) driven by the "Trump trade." Emerging market equities, however, experienced a second consecutive monthly decline…
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Global markets were marked by high levels of volatility and risk aversion in October. The US presidential election and rate cut expectations played a prominent role in shaping investor sentiment.
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Given the inherent volatility Trump's new policies could introduce, diversification remains crucial. Adjusting exposures is prudent, but it’s equally important to avoid short-term, reactionary decisions.
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With Donald Trump's re-election on November 4, 2024, markets are responding to the potential implications of his policies, which prioritize economic growth through tax cuts, deregulation, and robust domestic industry…
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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 month of August 2024 brought both volatility and opportunities for diversified investors. Global equities faced turbulence early in the month due to disappointing US economic data...
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Earnings season in the US saw mixed reactions. Four of the ‘magnificent seven’ tech giants reported results, but broadly, investors appeared underwhelmed...
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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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May proved to be a month of positive returns across most asset classes, but with some noteworthy regional variations and underlying economic considerations.
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