After an unprecedented year of calm in 2017, where investors made money in virtually every asset class, investors were brought back down to earth during 2018. Corporate earnings growth remained robust, but the ongoing monetary policy tightening cycle in the U.S. and increasing trade tensions (most notably between the U.S. and China) pushed up equity risk premiums and placed downward pressure on valuation multiples.
Introduction Global equity markets moved higher over the month of June. Investors carried a relatively…
Introduction Global equity markets moved higher over May 2024 with excitement growing among investors that…
Introduction Global equity markets finished lower over April amid geopolitical tensions, choppy inflation and expectations…
Introduction Central bank rate announcements dominated the headlines in March. Most held steady, while pointing…
Introduction Global equity markets moved higher over the month of February. Investors held largely positive…
Introduction Global equity markets edged higher over January. Sentiment was largely mixed as investors parsed…