by martin robertson | Sep 9, 2022 | Investment Commentary
July marked an impressive recovery for global stock markets, with the MSCI All Country World Index gaining 7% to post its best monthly return since November 2020. Although aggressive interest rate hikes were announced, government bond yields, on the whole, declined,...
by martin robertson | Sep 9, 2022 | Investment Commentary
May was another negative month for global equities, but an impressive recovery into month-end meant the MSCI All Country World Index recouped the vast majority of its losses, finishing with a 0.2% decline. US Treasuries and core Eurozone government bonds also bounced...
by martin robertson | Sep 9, 2022 | Investment Commentary
Global stock markets came back under pressure in April as concerns surrounding monetary policy tightening soured investor sentiment. Inflation data hit new cycle highs in the US, UK and Europe, pushing interest rates up further on expectations central banks will...
by martin robertson | Apr 7, 2022 | Investment Commentary
The Russian invasion of Ukraine continued to be front and centre of investors’ minds last month, although the initial knee-jerk reaction to the conflict by financial markets faded in many cases. Global stock markets were a case in point, rebounding nearly 5% after a...
by martin robertson | Apr 7, 2022 | Investment Commentary
The Russian invasion of Ukraine continued to be front and centre of investors’ minds last month, although the initial knee-jerk reaction to the conflict by financial markets faded in many cases. Global stock markets were a case in point, rebounding nearly 5% after a...
by martin robertson | Nov 17, 2021 | Investment Commentary
Strong corporate results helped global equity markets achieve new all-time highs in October, despite the prospect of slower economic growth and concerns about supply chain disruptions and higher inflation. Although bond market volatility continued, as short-dated...
