December update
– November was one the strongest month on record for global equities following the US election and more importantly several announcements related to covid-19 vaccines. This strong rebound was led by cyclical and value sectors like Energy and Financials while...November update
– Global markets had a rollercoaster month in October. Equities started well on hopes of a solid Q3 results season and another fiscal stimulus in the US but eventually gave back all their gains as democrats and republicans couldn’t agree on a new package and...October update
– Global equities fell in September following five consecutive months of positive performance. Several reasons were given to explain this downward move including profit-taking ahead of the US elections, fears that the economic recovery may stall due to the...