Emerging markets outperformed developed markets over the quarter, on the strength of Asian markets and the European Central Bank started a rate cutting cycle while sticky inflation kept other major central banks on hold.

Global stock markets registered strong gains to start the year amid a resilient US economy and ongoing enthusiasm around Artificial Intelligence. Expectations of interest rate cuts also boosted shares although the pace of cuts is likely to be prove than … Continue reading →

2023 was a year that defied expectations. While forecasters predicted that global economies would enter recessions as Central Banks had rapidly raised interest rates to fight high inflation, the broader economy remained strong and markets extended a bull-market rally that … Continue reading →

Stocks had a strong final quarter to the year, as the Federal Reserve signaled continued progress in its fight against inflation.