– In the first half of 2023, developed economies showed signs of resilience, driven by robust company results. However, emerging economies faced challenges such as rising inflation, capital outflows, and geopolitical risks. Central banks grappled with the...
– Equity investors faced difficulties last month with only a select few companies supported by the “artificial intelligence” theme outperforming. While the broader market grappled with recession concerns and uncertainties surrounding US debt ceiling...
– Since April, markets are relatively quiet despite concerns in the banking sector, the ongoing pressures from inflation and rates. US and European equities outperformed in April while China continued to suffer. On the Fixed Income side, indices rose as...
– As most investors are still expecting for an end to the Fed’s interest-rate increases, March saw a significant rise in market volatility due to turmoil in the banking sector (Silicon Valley Bank, Signature Bank and Credit Suisse). The fear of contagion...
– Recent events this month have challenged the positive scenario that investors were expecting at the beginning of the year. Volatility and noise across markets are bound to continue in the weeks and months ahead. Looking back to February, Global equities lost...
– 2023 started positively for Fixed Income as the combination of Central Banks tightening policies and the market sell-off generated unique opportunities for investors. On the equities side, the beginning of the year was also marked by a reversal of the trends...
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