Monthly Commentary – October 2024
Investors’ attention has been heavily focused on the US election, the result of which was announced after the month end. …
Monthly Commentary - September 2024
Central banks took centre stage again during September, with the Federal Reserve (the Fed) kicking off the US interest r …
Monthly Commentary – August 2024
August proved a volatile month for equities, with the Japanese Topix index falling more than 12% in a single day – its l …
Monthly Commentary – July 2024
Politics on both sides of the Atlantic influenced markets during July as central banks around the world wrestled with in …
Monthly Commentary - June 2024
Equity markets in the US, Asia-Pacific and emerging markets made positive progress in June. However, Chinese equities re …
Monthly Commentary - April 2024
Mixed picture as Western equity markets rally, growth slows and European Central Bank cuts interest rates.
Monthly Commentary - March 2024
A strong start to the year In the first quarter, we saw persistent declines in inflation and a smooth deceleration in gl …
Monthly Commentary – January 2024
Central bank pushback At the end of 2023, almost all asset classes demonstrated strong performance, as multiple interest …
