Market Commentary: December 2021

Market Commentary: December 2021     Global Market Themes: Mounting Omicron cases in Europe, United States (US) despite highly vaccinated population Developed Market (DM) equities stage a recovery and end the year with double-digit gains Chinese equities slump,...

Market Commentary: November 2021

Market Commentary: November 2021   Global Market Themes: Markets roiled by the emergence of new COVID-19 variant (Omicron) United States (US) equities lower, nonetheless outperforming Developed Market (DM) peers Emerging Markets (EM) bear the brunt of global risk...

China Market Commentary: November 2021

China Market Commentary: November 2021 Here are this month’s highlights: The MSCI China and MSCI China A Onshore indices were up 3.2% and 2.2% respectively. Over the last three years, our multi-manager strategy has experienced both severe bull and bear markets, has...

Market Commentary: October 2021

Market Commentary: October 2021   Global Market Themes: Global equities stage broad rally, led by Developed Markets (DM) Emerging Markets (EM) post lacklustre returns, amidst China-spill over impacts United States (US) equities post fresh record highs Global property...

China Market Commentary: October 2021

China Market Commentary: October 2021   Here are this month’s highlights: Chinese equities had a small rebound before Evergrande’s debt crisis news and a widespread power shortage weighed on investor sentiment. Asset owners, especially in Europe and increasingly so in...

Market Commentary: September 2021

Market Commentary: September 2021   Global Market Themes: US stocks pull back on interest rate and inflation fears, uncertainty over stimulus. US narrowly avoids a government shutdown, though concerns about debt ceiling linger. Fears of low-growth-high-inflation...

China Market Commentary: September 2021

China Market Commentary: September 2021   Here are this month’s highlights: In August, Chinese equity markets showed signs of stabilising despite investor sentiment in the offshore market remaining weak. At the macro level, economic activities in the summer were...