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Market Commentaries are a collection of monthly comments and analysis of the bond and equity markets and includes a summary or overview of economic data being released, global market news, commodities, and market performance by index returns.
January saw divergent performance for equities, with developed market stocks ending the month lower while emerging market shares posted positive returns.Initially, markets continued the rally from Q4 2020, buoyed by global vaccine roll outs and th...
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2020 has been a year marked by a viral pandemic, the UK’s departure from the European Union, a tightly contested election in the United States and the worst global recession since WWII. Lockdowns have transformed the way we work and do business; r...
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News of three vaccines all showing good efficacy against the COVID virus sparked an impressive market rally in November.The announcements came on three successive Mondays from first Pfizer/BioNTech, then Moderna and finally AstraZeneca/Oxford and ...
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Equity markets moved lower in October as a resurgence of COVID-19 in Europe and the uncertainty surrounding the US elections spooked investors. The FTSE All Share fell 3.8% in the month, while the S&P 500 was down 2.8% and MSCI Europe ex UK off 5....
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After a summer of buoyant equity and fixed income markets, the investment tone was more subdued in September, with both the FTSE and S&P 500 recording losses in the month.Drivers of investor sentiment in the month included rising COVID-19 cases, l...
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August proved to be another exceptionally strong month for risk assets. Equities registered almost daily gains in the month and brought global stock indices back to their all-time highs. As has been the case since the March lows, a combination of ...
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Financial markets endured another choppy month with steep declines recorded by sections of the UK equity market, while emerging market stocks made decent gains. As has been the case for the majority of 2020, COVID-19 dominated newsflow; the pace o...
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As we close out the second quarter of a turbulent 2020, the resilience of the financial markets has surprised many investors in the second quarter and June proved to be another month which rewarded risk taking.Equities rose across the emerging and...
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May was another good month for risk assets as the COVID-19 infection rate fell across most of the developed world.Economic activity over the past month suggests that the second quarter will be worse than the first but investors are looking ahead t...
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After the severe falls across risk assets in March, markets rebounded strongly in April. COVID-19 continued to spread across the world, and revenues generated by businesses across large swathes of the economy plummeted to zero as governments enfor...
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