July 11, 2023
Red was the colour of the month, as global financial markets across the board experienced a tough month. Most major equity indices fell, and core bond markets lost ground as yields drifted higher. Global shares fell in May, in US dollar terms. “Sell in May and go away.”
August 10, 2023
Global markets performed well in July as more good news about inflation and the prospects of a soft landing in the US was well received.
September 13, 2023
Global markets performed well in July as more good news about inflation and the prospects of a soft landing in the US was well received.
October 12, 2023
The September outlook lands on your device amid slowing global momentum and continuing economic uncertainty. The oldest and strongest kind of fear is the fear of the unknown and its grim identity in that it can be perpetual.
November 17, 2023
The baseline forecast is for global growth to slow from 3.5% in 2022 to 3.0% in 2023 and 2.9% percent in 2024. With core inflation still high in many advanced economies, central banks may need to keep monetary policy tighter for longer than is currently priced in markets.
December 7, 2023
“It’s beginning to look a lot like Christmas, everywhere you go…” – Bing Cosby. Now that I have put that tune on repeat in your head, it is true to say that investors may have thought Santa had popped in early this November.
January 8, 2024
“It’s beginning to look a lot like Christmas, everywhere you go…” – Bing Cosby. Now that I have put that tune on repeat in your head, it is true to say that investors may have thought Santa had popped in early this November.