Market Commentaries
Market Commentaries
Market Commentary – August 2022
GLOBAL MARKETS Risk assets rally amid a backdrop of high inflation and slowing economic growth Despite little change in underlying fundamentals, markets appear to be pricing in rate cuts for 2023 US MARKETS Despite fed tightening and mixed company results, technology...
Market Commentary – July 2022
GLOBAL MARKETS Most asset classes remained in high volatility territory Central banks continue to tighten monetary policy to cool inflation, even at the risk of tipping economies into recession US MARKETS US equity markets encountering inflation...
Market Commentary – June 2022
GLOBAL MARKETS Slowing economic growth raises investors’ fear of recession and could throw central banks off-course from planned rate rises If wage growth remains high against a backdrop of surging energy prices, inflation could become entrenched US MARKETS Markets...
Market Commentary – May 2022
GLOBAL MARKETS Bonds and equities fall on the back of higher inflationary pressures and continuation of the war in Ukraine Global economic outlook deteriorated as China toughened COVID-19 restrictions US MARKETS US Techs impacted by negative sentiments for...
Market Commentary April 2022
GLOBAL MARKETS Global markets volatile as fears of Russia disrupting energy supplies caused energy prices to spike Spiralling living costs on higher inflation, looming rate rises, borrowing costs, led equity markets to seesaw US MARKETS Equity markets swung...
Market Commentary March 2022
GLOBAL MARKETS Global markets experience heightened volatility after Russia’s invasion of UkraineMarkets sentiment driven by fears for how the war will develop, and the impact on energy prices, commodities US MARKETS Technology lower, while rotation into value...
Market Commentary February 2022
Global Markets Global equities fell, led by a sell-off in US technology stocksUK equities delivered mixed results US Markets US equities fall, led by technology StocksFuelled by fears of expected higher US interest rates, US Equities tumbled, with technology stocks...
Market Commentary January 2022
Global Markets Fed turns hawkish as elevated inflation persistsGovernment bonds underperform corporate bonds as faster rate rises loom US Markets Fed prepares markets for tapering and rate risesFed manages to avoid another ‘taper tantrum’ and announces the end to net...
Market Commentary December 2021
Global Markets New COVID-19 variant hurts both developed and emerging marketsOil & commodities fall, reversing earlier course US Markets Hawkish comments by the fed affect the marketsThe Federal Reserve’s Jerome Powell’s hawkish comments on faster tapering caused...
Market Commentary November 2021
Global Markets US leads global markets on the back of strong earnings. UK large-cap rose strongly, while China continued to recover. US Markets US leads global markets based on earnings Fears of a sell-off in US equities during October proved unfounded, as the S&P...