Market Commentaries

Market Commentaries

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...

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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...

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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...

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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...

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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...

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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...

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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...

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Market Commentary October 2021

Global Markets Possible contagion from China rattles global markets. US equity markets weakened on talks of tapering the record $28.8tn debt and sooner than expected rate rises. US Markets Fell sharply on monetary policy fearsUS equities fell sharply on monetary...

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Market Commentary September 2021

Global Markets Major global equity markets all showed positive returns in August, led by the US and Japan. Emerging market returns were driven by India, China and Brazil. US Markets Reached new highs… US equities reached new highs again in August, returning +3.0% over...

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Market Commentary August 2021

Global Markets Inflation weighs on the markets… US Markets Facing strong headwinds…The US equity market rebounded from March 2020 low levels and low corporate earnings to stage a massive bull run on strong earnings and a spike in GDP. The economic data coming out of...

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