Market
Insights

2022: setting the scene

2022: setting the scene

Equity markets closed out 2021 on a positive note, with most major global indices rising in December. In developed markets, the MSCI World Index rose 4.0%. European equities led...

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Omicron: the known unknown

Omicron: the known unknown

The emergence of the new Omicron COVID-19 variant sent markets into a nervous tailspin, causing a sell-off toward the end of the month and erasing earlier gains. While nearly all...

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A wall of worry for equities?

A wall of worry for equities?

Consistent with the much touted “September effect”, risk assets underperformed over the month of September, with almost all major equity indices exhibiting above-average losses....

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Looking through lockdown anxiety

Looking through lockdown anxiety

Risk assets were robust over August, with all major equity indices posting positive gains. In developed markets, the MSCI World Index rose 2.7%. This was led by the US market,...

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De-mystifying the bond markets

De-mystifying the bond markets

Global equity markets were mixed over July. Developed markets were higher, with the MSCI World Index rising 1.7%. However, scrutiny from Chinese regulators weighed on market...

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Connecting the dots at the Fed

Connecting the dots at the Fed

Global equity markets climbed higher over June, with the MSCI World Index rising 2.4%. In the US, strong gains among tech stocks saw the NASDAQ post a 5.5% increase, with the S&P500 rising 2.3%.

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Beware the Taper Tantrum?

Beware the Taper Tantrum?

Global equity markets edged higher in May, with the MSCI World Index rising 1.1%. In the US, S&P500 companies reported strong Q1 earnings growth of 47% year-on-year, well...

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