Articles in the “Investment Insights” Category
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Global Stock Rally Loses Steam
Global stocks struggled to push onwards against the headwinds of inflation and a deteriorating macro...
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Brush with a Bear
Global equity markets managed to close this week in positive territory (MSCI World +0.6%), albeit wi...
Investment Insights Investment Strategy Notes from the Kitchen
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Stocks End Losing Run
Global stocks broke a 6-week losing streak, albeit with sharp gyrations and divergence between winne...
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Rates Rise, Stocks Fall
The sell-off in global stocks extended to a sixth straight week in volatile trading as central banks...
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Red April
There was little respite for global stocks as a combination of higher inflation and a weakening econ...
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Markets Shy Away From Hawkish Fed
Investors took heed of the long-standing mantra “don’t fight the Fed” last week and sold down stocks...
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Where to now?
Nobody knows the repercussions of the economic actions taken against Russia.
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“Is the Globalisation Trend Waning?”
When MSCI started calculating indices in 1970, the global equity universe consisted of just 16 devel...
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Company Earnings Offset Inflation Angst
The recent sell-off in global stocks slowed last week as a mostly positive start to the quarterly co...
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Inflation Warnings Hit Stocks
Global stocks started the new quarter on the back foot as central banks turned markedly more hawkish...
Investment Insights Investment Strategy Notes from the Kitchen