March was a volatile month for global markets as the Federal Reserve’s now 13-month rate hike cycle contributed to stresses in the banking system resulting in the closing of three…
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2022 was a year for the history books, it was the first year since the 1870s that both U.S. stocks and long-term bonds fell more than 10% in the same…
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After a strong rally in equity and bond markets in July, both sold off sharply again in August and September. Overall, developed market equities fell 6% (USD) over the quarter…
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Quarter 2 2022 continued the downward movement seen in Quarter 1 with both shares and bonds coming under increased pressure in the second quarter as investors moved to price in…
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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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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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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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Global Market Overview – 2nd Quarter 2021 Over the second quarter of 2021, governments in most developed countries continued to relax COVID- 19 confinement measures and economic activity marched ahead.…
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Global Market Overview – 1st Quarter 2021 The first quarter of the year was dominated by rising bond yields and a value-led equity market rally. The two key drivers of…
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Global Market Overview – 4th Quarter 2020 So, it’s finally over... 2020 will likely go down in the history books as one not to be repeated. It started with the…
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