Insights Monthly October 2019

After the spike in volatility in August markets returned to a semblance of stability in September, but this masked some big underlying shifts across and within asset classes. Most notable was a sharp reversal early in the month of bond...

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Insights Monthly September 2019

The nervousness which had been creeping into markets during July intensified in August, with growing fears of a more broadly based global economic slowdown than the manufacturing contraction evidenced in the past 9 months. Equities fell sharply...

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Insights Monthly August 2019

While most markets extended their gains in July and Wall Street reached new all-time highs, the moves were more muted than in the first half of the year, with some markets falling, notably in Asia, taking the Emerging Markets index down 1.2%....

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Insights Monthly July 2019

The trade war inspired sell off in equity markets in May rapidly reversed in June, while yields on bonds continued the decline that started in late 2018, leaving nearly all asset classes in positive territory for the month. The US again led the...

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Insights Monthly June 2019

To say we are living through extraordinary times is beyond dispute. The current economic expansion in the US is soon set to become the longest in history, employment growth in the US and elsewhere has been very strong, monetary policy across the...

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Insights Monthly May 2019

The extraordinary start to 2019 for global financial markets continued into April, with strong rises in most risk assets, led by equities, which have enjoyed their best start to a year in decades. All the major equity markets produced...

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