Year End Market Review and Thoughts for 2023
Financial markets had their worst year since 2008, with equities and bonds ending deep in the red and shedding some $30 trillion in 2022. In the US, the S&P 500 ended almostRead More…
Financial markets had their worst year since 2008, with equities and bonds ending deep in the red and shedding some $30 trillion in 2022. In the US, the S&P 500 ended almostRead More…
Pessimistic Optimism is the Only Way to Survive: Although most of us are predisposed to being optimistic about financial markets and the economy, we are in an era of seismic change in interestRead More…
April saw the bull run in equities continue – prompting further concern about how long the stock market rally is likely to continue – and bonds yields remained elevated in the faceRead More…
A year ago, the world was falling apart as the coronavirus started to spread around the globe. Stock markets sold off markedly amid turbulent volatility throughout the first quarter before reaching aRead More…
Global stock markets rally on good news Good news abounded in November, sending already elevated stock markets to fresh highs as two significant weights were lifted off the neck of financial markets.Read More…
With the COVID-19 pandemic still plaguing many countries, economies are in the worst shape they’ve been in decades. Hopes of a V-shaped recovery proved short-lived as infection rates began rising again duringRead More…
Markets knocked off their August highs as reality takes hold After hitting record highs during August, the US stock market sold off sharply in early September as the tech stocks that haveRead More…
Global stock markets experienced their sharpest corrections on record in the last week of February as panic about the spread of the coronavirus to the US derailed investors who had remained remarkablyRead More…
Global stock markets shook off recession fears and geopolitical and trade risks last year to end the year almost a third higher in key developed equity markets, with the MSCI World Index,Read More…
The tide turned on safe-haven assets during November as investor sentiment shifted from fears of a global economic recession to a more optimistic assessment about the prospect of the US and ChinaRead More…