Global equity performance was in positive territory for May, with indices in the US and European markets reaching new highs, though stickier inflation data towards the end of the month led to a small
Another quarter, another strong period for risk assets, with several equity indices reaching all-time highs. Resilient economic data lent further support to the soft landing narrative and Q4 earnings
Q3 was a strong period for most asset classes, despite markets enduring several bouts of volatility during it. Market-moving events of the quarter included increasing US recession fears, a large
After a very strong December, asset class returns in January were a mixed bag, with the majority in negative territory. Equities, by enlarge, kept up their momentum from the fourth quarter, with most
In the end, August resulted in positive returns for most risk assets. However, in no way did this reveal the true story of what was an extremely volatile month. Early August was tumultuous, triggered
Financial markets had a wobble in April after generally starting the year strongly. The period produced some slightly stickier-than-forecast inflation readings, which, in turn, lead investors to
Risk assets took things up a notch in February after a fairly modest start to the year, with a number of equity markets hitting major milestones. The S&P 500 went through the 5,000 mark for the
The resilient economic backdrop persisted into the second quarter, however, with data early on in the quarter was not perceived to be softening enough to provide much leeway for central banks to
A positive economic backdrop put paid to recent gains for equities and bonds in October, as the odds of rapid interest rate cutting cycles from the major central banks diminished. This was reinforced
July was a fairly choppy period for financial assets. A strong start to the month gave way to some weakness later on, with the main driver of the US gains this year, the Mega-cap tech stocks,
