– September witnessed significant turbulence due to an unexpected resurgence in bond yields, intensifying the stress on areas of the stock market that are more vulnerable to interest rate fluctuations. Despite a prevailing high-risk appetite during the summer,...
– Amidst the uncertainty surrounding the global economy’s future, grounds for optimism emerge. Companies have displayed resilience in a high-interest-rate environment, hinting some growth potential. Additionally, notable strides have been taken to tackle...
– 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...
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