Market Insights2020-12-21T15:27:59+00:00

Market Insights

Read our latest Market Analysis

Each month our investment team provides a summary of stock markets around the world. We analyze what has happened, what we think will happen, and how best to position portfolios for their optimum risk-adjusted return.

World Market Review May 2024

June 11th, 2024|

The old adage to "sell in May and go away" didn't hold up in 2024, as stocks and bonds delivered positive returns in the month. The gains were driven by expectations that the inflation path would enable central banks to start cutting rates this year. There was divergence within markets, with small-cap and growth stocks leading the pack, while

World Market Review April 2024

May 13th, 2024|

"A whiff of stagflation" is how one City insider described the recent economic data coming out of the US. GDP growth came in weaker than expected, while inflation ticked up to 3.5%. The implication of higher interest rates and a weaker environment for corporate profit growth sent American stocks lower, with the S&P 500 index clocking its worst month

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