Market Updates

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Keeping The Tussle Going Between Rate Cuts

It was another difficult week for bonds as caution was sounded by Central bankers over persistent inflation and, therefore, rate cuts.

February 12, 2024

Market Update

All Eyes On The FOMC

It was all eyes on the FOMC (Federal Open Market Committee) meeting.

February 5, 2024

Market Update

Markets Continue To Edge Up

There’s a lot of conjecture when rate cuts will start but no conviction amongst Central Bankers to start the process just yet.

January 29, 2024

Market Update

Pushing Back Against Market Expectations

Global equity funds saw big outflows of $8.68bn. This was the third, week in a row as CBs in the US and Europe pushed back against market expectations

January 22, 2024

Market Update

Q4 2023 Review; 2024 Outlook

Performance contrast is stark showing how, being uninvested, would have cost an investor substantial returns as a result of missing out on Q4 performance.

January 17, 2024

Market Update

Performance - 2023 Summary, Expectations for 2024

The drivers behind are clear enough: (1) endless talk of rate cuts; (2) falling headline inflation and (3) a perceived decline in geopolitical risk

January 15, 2024

Market Update

Youth Inclusion, But Not Much Else

There were some 84,000 attendees & to their credit, the UAE made the effort to widen the audience by including more diverse voices.

December 18, 2023

Market Update

US Employment Showing Healthy Gains

The US November employment figure was a key release and showed a healthy gain of +199,000 (Oct: +150,000).

December 11, 2023

Market Update

Strong Rallies Across Asset Classes

Coming into December provides a good opportunity to review November/YTD 2023 performance.

December 1, 2023

Market Update

Risk-on! The Driver?

There is a clear theme at play in markets: Risk -On! The driver? Several

November 27, 2023

Market Update

The Risk-on Mood Continues

The risk-on mood has continued as odds of rate hikes remain extremely low while bets for rate cuts have risen dramatically

November 20, 2023

Market Update

Light Economic Data

Economic data has been fairly light this week. Next week is key as we have the October inflation releases. Commodities have fallen back with Oil dropping

November 13, 2023

Market Update

A Global Pause On Rate Hikes

Global Central Banks decided to take a pause over further rate hikes, while the much-awaited October US Nonfarm Payroll data forecast a gain of +170,000.

November 6, 2023

Market Update

Geopolitics Is Dimming The Outlook

While geopolitics is dimming the outlook, equity risk premium is not showing signs of increasing – in fact, it continues to fall.

October 30, 2023

Market Update

Delivering Green Shoots

On the economic front, we continue to see improvements in China and the US.

October 23, 2023

Market Update

Lots Of Uncertainty

Quite a week in economics and politics. As if uncertainty around interest rates wasn’t enough, last week saw a massive flare-up between Israel and Gaza.

October 16, 2023

Market Update

Q3 2023 Review; Q4 Outlook

The year, so far, has fluctuated between “risk-on” and “risk-off” with Q3 starting to see markets become flaky.

October 10, 2023

Market Update

Bond Yields Continue Marching Higher

The start to Q4 is carrying on from where Q3 ended. We’re seeing heightened volatility as bond yields continue their march higher.

October 9, 2023

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