Introduction The first quarter of 2015 saw equity markets post widespread gains, with momentum largely driven by Central Bank actions. March, however, was somewhat subdued. US markets, in particular, lagged…
Introduction Global equity markets remained buoyant in February, ending near cyclical-highs. An eager anticipation of the European Central Bank’s economic booster-shot, and a recovery in oil prices, has carried market…
Introduction January proved to be a volatile month in global financial markets. Investors will hope that the “ January-effect” (whereby initial performance is the predictor of what’s to follow) does…
December was punctuated by two key events that will have significant bearing on the markets heading into 2015. Crude oil fell by -18.3% during the month (it is down -45.6%…
The extended stock market rally in developed markets dating back to the latter half of 2012 seemed to finally come to a screeching halt in July. Increasing fears of deflation…
April saw equity markets generally increase on lower bond yields. While the economic news in developed markets is improving, equity valuations have outpaced earnings growth on the back of increased…
March saw equity markets diverge in performance as events during the month were dominated by Russia’s takeover of the Crimea region of the Ukraine after the Ukraine ousted its pro-Russian…
February saw equity markets largely recover the losses experienced in January, when markets suffered their worst reversal since the volatile May to June period of last year as a result…
January saw equity markets suffer their worst reversal since the market volatility in May and June of last year, caused by the US Federal Reserve’s indications of tapering quantitative easing. …
December saw a continuation of the equity market rally that initiated in November 2012 and made 2013 the best performing year since 2009 for most developed markets, as well as…
