Market Commentary: April 2019

Here are this month’s highlights: Global equity markets put in a strong showing in April. Concerns around global growth ebbed, as key players including China and the US registered stronger-than-expected GDP growth rates for the first quarter. The still-dovish tone of...

Market Commentary: March 2019

Here are this month’s highlights: Global equities closed the first quarter firmly higher, with Developed Markets and the US leading the charge. Investor sentiment was buoyed by the dovish tone of Central Banks, and the implication interest rates would remain lower for...

Market Commentary: February 2019

Here are this month’s highlights: Global markets were largely upbeat in February, as there appeared to be progress in US-Sino relationships, even as those with North Korea worsened. Earnings results boosted sentiment, and the Federal Reserve’s newly dovish  tone...

Market Commentary: January 2019

Here are this month’s highlights: Global markets, after a  wobbly start to the year, closed the month on a high note. The Federal Reserve sounded a decidedly more dovish note, the US government shutdown came to an end, and a resolution to the Sino-US trade war...

Market Commentary: December 2018

Here are this month’s highlights: Global risk assets saw little festive cheer in December, with stocks experiencing their worst quarterly drop since 2011. Having hit notable highs during the year, equities sold off sharply in December as investors continued to fret...