November 2023 Market Commentary
Japan’s economy plummeted in the penultimate quarter of 2023 by 2.1% on a year-on-year basis, driven by the fall in...
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- Nov 7, 2023
- 10 min
October 2023 Market Commentary
It was a flurry of major company news and earnings results for US blue-chip companies. JP Morgan's third-quarter results showed...
- Oct 10, 2023
- 10 min
September 2023 Market Commentary
The developed markets witnessed mixed performances in September as the S&P 500 experienced its worst-performing month since...
- Sep 17, 2023
- 10 min
August 2023 Market Commentary
The United States witnessed a downgrade in August by Fitch Ratings anchored on the country’s troublesome...
- Aug 17, 2023
- 7 min
July 2023 Market Commentary
The month of July 2023 was largely encompassed with the second-quarter earnings results from major blue-chip companies in...
- Jul 10, 2023
- 10 min
June 2023 Market Commentary
The latest economic performance news from Europe showed a contraction in the continent's...
- Jun 8, 2023
- 9 min
May 2023 Market Commentary
The US Debt Ceiling was top of mind for investors in the month of May, with developed markets’ equity performance not looking...
- May 9, 2023
- 10 min
April 2023 Market Commentary
The earnings season in the United States for the first quarter of this year was...
- Apr 15, 2023
- 12 min
March 2023 Market Commentary
The collapse of Silicon Valley Bank has thrown the global financial sector into panic, which led to its eventual fold-up and that of...
- Apr 15, 2023
- 9 min
February 2023 Market Commentary
Following the close of the second trading month of 2023, an analysis of the developed markets reflects a positive year-to-date net return...
- Apr 15, 2023
- 7 min
January 2023 Market Commentary
The United States reaches its debt ceiling, causing investors to speculate on how it could affect financial markets. Global Interest...
- Apr 15, 2023
- 19 min
Annual Market Review 2022
Developed Equities As we turn the page to 2023, markets remain volatile. On a year to date basis as of 30 December 2022, the energy...
- Apr 15, 2023
- 6 min
August 2022 Market Commentary
The month of August was, on the whole, rather subdued. As we forecasted, bullish momentum peaked with the upside move likely exacerbated...
- Apr 15, 2023
- 6 min
July 2022 Market Commentary
The month of July certainly left many scratching their heads. One of our leading indicators of GDP, the Purchasing Managers Index (PMI),...
- Apr 15, 2023
- 7 min
June 2022 Market Commentary
Though the US equity markets fell yet again, June was a much tamer month despite our leading and lagging economic indicators not being...
- Apr 15, 2023
- 4 min
May 2022 Market Commentary
May was an interesting month for global equity markets. Although it’s historically been one of the worst ones, hence ‘sell in May and go...
- Apr 15, 2023
- 3 min
April 2022 Market Commentary
April has come and gone, and the indices have reflected investor sentiment, having priced in expectations of weakening economic growth in...
- Apr 15, 2023
- 3 min
February 2022 Market Commentary
February brought more uncertainty, not just to the markets, but to the whole world. For those that are not watching, please see below...
- Apr 15, 2023
- 3 min
January 2022 Market Commentary
Over the last month we have seen some crazy market moves, if you are not watching, see below graphs from Bloomberg showing the last...
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