Summary Global equity markets mixed Elevated volatility ahead of key monetary policy announcements, as investors exercise caution and take profits US, UK nearly flat in local currency terms, despite political…

Equity markets caught on the backfoot by Brexit – risk assets tumble before steadying at month end. Volatility remains elevated, amidst intra-EU bloc tensions and UK political uncertainty.  Currency markets…

Equities rebound at month-end, as concerns about US growth ease and the Federal Reserve Bank sounds a hawkish tone G7. Ministers sound stern warning on beggar-thy-neighbour currency interventions, despite some…

Elections in Egypt, the European Union, India and South Africa dominated events during the month of May; a highly positive result in India contrasted with increasing unhappiness amongst the electorate…

International Market Commentary: December 2015 11 Jan 2016 Traditionally-quiet December was lively on policy action: As anticipated, the Federal Reserve hiked rates; The ECB expanded its quantitative easing, but markets…

14 Dec 2015 Markets put on a brave face, but are muted in the face of global terror fears Ongoing tension in the Eurozone and Middle East; Russia taking an…

Equities snap back as concerns around China ease. Birdwatching – Central Bank hawks and doves guide market sentiment: US economy continues to show signs of slowing, but the Fed sets…

12 Oct 2015 Global Growth woes – the Federal Reserve leaves rates unchanged Equities decline amidst risk-off sentiment, and volatility remains elevated US economy shows signs of slowing Eurozone economic…

Global markets proved to be volatile in August, with sentiment driving markets broadly lower, despite little change in economic fundamentals. A rapid cooling of the overheated Chinese stock market, and…

Global equity markets were marked by the distinct divergence between developed and emerging market performance. US, UK and Eurozone markets rallied after a dismal June, aided by the interim resolution…