World markets summary:
May was a month of significantly divergent returns, with the Nasdaq 100, Japanese equities and Taiwanese equities up mid-to-high single digits, whilst Hong Kong equities and the…
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World markets summary:
After a volatile first quarter of 2023, April was relatively becalmed. Stock markets in most regions advanced modestly, led by a surprisingly resilient UK market which shrugged…
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Macro
The global economy outperformed pessimistic expectations during the quarter, helped by unseasonably mild weather in the US and Europe. The unexpected and rapid rebound in Chinese activity also bolstered…
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World markets summary:
March began with the collapse of Silicon Valley Bank (and several smaller US regional banks) as fears of a wider 2008-09 banking crisis rippled through markets, eventually…
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World markets summary:
The month was a tough one for financial assets as a series of surprisingly strong economic data releases in the West, coupled with higher than expected inflation…
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With it now consigned to the history books as the largest US bank failure since 2008, this time last week very few outside of the technology or cryptocurrency sectors had…
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World markets summary:
Financial assets enjoyed a very strong start to the year as investors took heart from increased evidence that inflation is peaking in the West and that the…
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World markets summary:
Global markets ended a tumultuous year with another month of languid performance. With the exception of Hong Kong…
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World markets summary:
Markets enjoyed a second consecutive month of positive returns with all major asset classes posting good figures. Despite some mixed economic numbers and increasing evidence of a…
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World markets summary:
With the notable exception of China and parts of Asia, equity markets generally enjoyed a meaningful rally as investors bet on signs of Central Banks pivoting away…
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