March 2026 marked a sharp inflection point for global markets, as geopolitical developments overwhelmed economic fundamentals. The escalation of the U.S.–Iran conflict and the effective closure of the Strait of…
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Global markets entered 2026 on a more cautious but broadly constructive footing. January was characterized by heightened geopolitical and policy uncertainty, balanced against resilient economic data and improving inflation trends.
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2025 proved to be a constructive year for investors, marked by easing inflation, improving financial conditions, and resilient corporate earnings. Markets responded positively as central banks began shifting toward more…
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In June 2025, U.S. equity markets soared to record highs, powered by robust tech and AI stocks, improved corporate earnings, and easing trade frictions. However, investor sentiment was tempered by…
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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 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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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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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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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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Global financial markets performed well in June 2023 as the disinflation trend continued in many parts of the globe due to the easing of food and commodity prices. Furthermore, market…
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