April emphasized the ongoing concern regarding persistent inflation, which poses a significant threat capable of disrupting the surge in risk assets, a challenge for both equity and fixed income markets.
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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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Global stocks retreated in February as the market re-evaluated the decreasing speed of inflation, and therefore the need for the (Fed) FOMC to continue to increase interest rates and the…
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South African stocks underperformed their emerging market counterparts in February, declining by 2.4%. This weakness stemmed primarily from the resource sector, which was hit by falling commodity prices, especially in…
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The S&P 500 index, with its growth-oriented composition, outperformed other major equity indices by delivering an 11.7% total return, its best in three years. This performance was particularly notable as…
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Stock markets experienced a third consecutive month of decline, as the Dow Jones Industrial Average dropped by 1.3% (USD), the S&P 500 slipped 2.1% (USD), and the NASDAQ lost 2.8%…
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Throughout September, the US market continued to assert its dominance and influence on global markets. Global Equities continued, its downward trend in September, as the Fed’s “higher for longer” theme…
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U.S. equities finished lower in August as the S&P 500 and Nasdaq-100 Indices posted their first monthly declines since February. The “Magnificent Seven,” responsible for over 75% of the Nasdaq…
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Paul Summers recounts why he's keen on increasing his stake in Scottish Mortgage shares, despite the last two years or so having been tough for current share owners.
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A recording of the Nomura Client Presentation, presented on 10 August 2023
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