Global equities continued mostly higher in July with the MSCI World up 1.27%, while Australian equities surged over 4% as expectations for RBA rate hikes fell (Chart 1). The...

The US Presidential Election is around the corner while global central banks continue to monitor key inflation indicators. We delve into policy implications if Trump is elected,...

US equities continued higher in June, largely driven by gains in big tech as the NASDAQ was up 6% (Chart 1). Outperformers included electric vehicles and software; however, this...

Global equity markets largely rose in May as US treasury yields fell the most in five months after the Federal Reserve’s preferred inflation indicator showed signs of cooling....

One of the major narratives in April was the hawkish repricing of the chances that the US Federal Reserve (the Fed) will cut rates, with market confidence eroding from last...

Global equity markets have ended the first quarter on a high note, with investors optimistic about the prospect of interest rate cuts later in the year. The MSCI World Index was...

The global equity rally, which fizzled at the start of the year, has picked up steam again in February with almost all major regions posting positive returns. Chinese stocks led...

Australian and Global Equity Markets rose in January, with the S&P/ASX 300 gaining 1.2% CYTD (7.1% 1-Year Return) whilst the MSCI World Index rose 1.8% over that same period...

Market commentary and investment outlook Equity markets staged a recovery in the fourth quarter of 2023 as bond yields fell, and investors become increasingly encouraged by signs...