November saw strong recoveries in Emerging and Asian markets with the MSCI EM and MSCI Asia (ex Japan) up 4.3% and 5.5% respectively….
Investment Comment
December 2018
Investment Comment
November 2018
Investor perceptions of downside risk to the global economy, along with global trade war uncertainties, aggravated the decline in investor confidence in October,…
Investment Comment
October 2018
The first half of 2018 saw robust global economic growth, at a rate of 3.75%, but signs of a slowdown are becoming more…
Investment Comment
September 2018
The US returned as the top global market performer in August, after underperforming Europe (ex UK) in July, with the MSCI USA up…
Investment Comment
August 2018
Europe outperformed global markets in July, with the MSCI Europe (ex UK) index up 4.1%, followed by the US and emerging markets which…
Investment Comment
July 2018
Global markets continued to recover from the February correction in the second quarter, with the MSCI World (ex UK) returning 6.7%. In the…
Investment Comment
June 2018
The US proved to be the outlier in global market performance during May, with the MSCI USA up 2.44% on the month. Markets…
Investment Comment
May 2018
April saw global markets recover from the correction experienced in the first quarter of 2018 reflecting the positive findings from the IMF global…
Investor perceptions of downside risk to the global economy, along with global trade war uncertainties, aggravated the decline in investor confidence in the…