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...

Market Commentary: November 2018

Here are this month’s highlights: Developed market equity markets staged a rally at month-end on news of a likely trade-compromise between China and the US, and a more dovish tone from the US Federal Reserve. While Emerging Markets benefited from risk-on sentiment,...

Market Commentary: October 2018

Here are this month’s highlights: October proved to be  a tough month for global risk assets, dubbed Red October by market watchers. Developed and  emerging equities were volatile and ended sharply lower, with a tech sell-off grabbing headlines. Energy prices declined...