Market and Economic Summary February was marked by significant uncertainty surrounding both US economic conditions and foreign policy, which dominated news flow this month. These factors, combined with stretched valuation levels across key developed markets, led to...
Market and Economic Summary January was a month full of newsworthy events, including the change in leadership in the US, the additional player in the Artificial Intelligence (AI) race, as well as continued policy uncertainty surrounding the direction of inflation and...
Market and Economic Summary The year 2024 ended on a subdued note, with most equity markets posting negative returns in December. While the US Federal Reserve delivered a widely anticipated 0.25% rate cut, the hawkish tone of its accompanying statement unsettled...
Market and Economic Summary Global markets experienced significant volatility in November 2024, largely driven by Donald Trump’s reelection as US President. The victory triggered a notable divergence between US and international markets, with US equities...
Market and Economic Summary Global markets delivered strong returns in September, buoyed by a larger-than-expected interest rate cut by the US Federal Reserve and Chinese authorities’ policy support. This led to a strong risk-on sentiment towards most asset...
