Wayfarer Commentary: Q1 2024
Macro
Investors were given reasons during Q1 to believe in a Goldilocks scenario, one in which inflation and economic growth are neither ‘too hot’ (strong) or ‘too cold’ (weak). Overall,…
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Macro
Investors were given reasons during Q1 to believe in a Goldilocks scenario, one in which inflation and economic growth are neither ‘too hot’ (strong) or ‘too cold’ (weak). Overall,…
Read more →World Markets Summary:
March was a strong month for financial assets as positive returns were widespread across bonds, equities and commodities. Hopes for a “Goldilocks” outcome where growth and inflation…
Read more →World Markets Summary:
Equities and bonds went their separate ways in February as the former produced strong returns with only a few exceptions. Bond yields outside of China backed up…
Read more →World Markets Summary:
January’s equity market performance has historically been consistently strong, to the extent that the term ‘January Effect’ has been coined for this anomaly. However, the strength of…
Read more →Overview
Not only did Santa arrive this December but more importantly for financial markets, so did Goldilocks, or at least the expectation she would appear in the not too distant…
Read more →World Markets Summary:
It was the third tough month in a row for financial assets in October 2023 as investors reacted negatively to stronger US economic growth, “higher for longer”…
Read more →Macro
Quarter three (Q3) 2023 saw a marked disparity in economic momentum. Japan and the US generally performed above expectations whilst Continental Europe and China clearly decelerated and in the…
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In what was a volatile month, very few asset classes provided positive returns in August, with the exception of oil. August is a notoriously tricky month for…
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July was a good month for investors as the mood was buoyed by positive developments on both the inflation and profit front as well as increased stimulus…
Read more →Macro
By the end of this year’s second quarter (Q2), central banks of major economies found themselves at different junctures in their monetary policy cycles, at least temporarily. After being…
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