Signs of a Slowdown – November 2022 Review
Equities continued to rally through November, shedding the risk‐off dynamics that have presided over markets for most of 2022. Two macroeconomic factors were supporting the push higher…
Market and Investment Insights
Market Uncertainty Remains – October 2022 Review
After a period of poor performance following the rally in risk assets which started in July and ended mid‐August, global financial markets once again rebounded in October. With US equities leading global stocks…
The Difficult Task of Achieving Price Stability – September 2022 Review
Equity markets reversed course in September, following the longstanding pattern of weak returns at the start of the ‘fall’ season. Comments from central bankers left little doubt about…
How High Will Rates Go? August 2022 Review
Equity markets slumped in the second half of the month after central bankers from around the world reaffirmed their commitment to tackling inflation through higher interest rates
Bad News is Good News – July 2022 Review
North American equity markets moved higher during the month, contrary to disappointing economic data. Despite the US having negative GDP growth in the second quarter