After a difficult April, investors gained some relief thanks to a brief market rally over the last few days of the month. The rally saw the major stock indices end…
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The start of a new quarter did not bring a new market perspective unfortunately. March’s positive performance was followed by extremely poor performance in April. Pessimism remains, with slight earnings…
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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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Financial markets experienced a challenging February as it grappled with the repercussions of the Russian invasion of Ukraine. During the first half of the month, investors were concerned that global…
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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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November was dominated by rising coronavirus hospitalisations in parts of Europe and concerns about the new Omicron variant. Markets started the month off strongly, with all major US indices reaching…
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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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