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…
Read more →
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…
Read more →
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…
Read more →
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…
Read more →
World markets summary:
Global markets ended a tumultuous year with another month of languid performance. With the exception of Hong Kong…
Read more →
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…
Read more →
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…
Read more →
Macro
To pivot or not to pivot? That was the question on investor’s lips throughout the third quarter of 2022. It (pivoting) refers to the policy actions of the US…
Read more →
World markets summary:
It was a painful month for investors as asset classes sold off fairly indiscriminately. Correlations between bonds and equities remained high, evidenced by falls of more than…
Read more →
There has been much for investors to digest in the last few weeks and it would be fair to say a lot has left a sour taste in their mouths!…
Read more →