top of page

Insights
Search


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...
Nov 7, 202310 min read


September 2023 Market Commentary
The developed markets witnessed mixed performances in September as the S&P 500 experienced its worst-performing month since...
Oct 10, 202310 min read


August 2023 Market Commentary
The United States witnessed a downgrade in August by Fitch Ratings anchored on the country’s troublesome...
Sep 17, 202310 min read


July 2023 Market Commentary
The month of July 2023 was largely encompassed with the second-quarter earnings results from major blue-chip companies in...
Aug 17, 20237 min read


June 2023 Market Commentary
The latest economic performance news from Europe showed a contraction in the continent's...
Jul 10, 202310 min read


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...
Jun 8, 20239 min read


April 2023 Market Commentary
The earnings season in the United States for the first quarter of this year was...
May 9, 202310 min read


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, 202312 min read


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, 20239 min read


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, 20237 min read


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, 202319 min read


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, 20236 min read


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, 20236 min read


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, 20237 min read


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, 20234 min read


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, 20233 min read


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, 20233 min read


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...
Apr 15, 20233 min read
bottom of page