Market
Insights

Central banks calm markets…. again

Central banks calm markets…. again

Equity markets strengthened in March, supported by central bank commentary that calmed concerns over rising bond yields. Geographically, almost all equity indices posted positive...

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Messy sell-off in government bonds

Messy sell-off in government bonds

Global equity markets were higher in February, with the MSCI World Index (in local currency) climbing 2.7% over the month. In Australia, the cyclical and value heavy ASX200 rose...

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A little bit bubbly

A little bit bubbly

Global equity markets had a mixed start to 2021. After continuing the post US election equity market lift-off for most of January, news of a ‘short squeeze’ on heavily shorted US...

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Equity lift-off

Equity lift-off

Global equity markets experienced lift-off in November. Promising vaccine trial results and a benign US election outcome led to improved sentiment and expectations of economic...

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Equity market seesaw

Equity market seesaw

Global equity markets have seesawed in the past two months. The Covid 2nd wave and US election uncertainty are influencing the investor outlook.

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Hanging on stimulus

Hanging on stimulus

The debate between US Congress and the White House over a further stimulus package and how this is influencing markets.

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Targeting higher inflation

Targeting higher inflation

In an important shift, the US Federal Reserve changed revised its inflation target meaning that policy rates will stay lower for longer.

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