MARKET UPDATE – SEPTEMBER 2022

MARKET UPDATE – SEPTEMBER 2022

AUGUST STOCK MARKET RECOVERY KNOCKED BY HAWKISH JACKSON HOLE MESSAGING Developed stock markets sank again at the end of August in the wake of the Jackson Hole central bank get together where it became clear that central bankers were still firmly focused on tackling...
MARKET UPDATE – AUGUST 2022

MARKET UPDATE – AUGUST 2022

INFLATION FEARS LEAD TO RALLY IN EQUITIES AND BONDS Equity and bond markets regained some ground during July after the worst first half year for decades. The graph below demonstrates how turbulent this year has been for the global economy and markets. The latest...
MARKET UPDATE – JULY 2022

MARKET UPDATE – JULY 2022

Worst first-half market performance for half a century Stock markets notched up their worst first-half performance since 1970 in the face of fears that tackling sky-high inflation may come at the cost of the global economy’s post-Covid recovery. Recession has become...
MARKET UPDATE – JUNE 2022

MARKET UPDATE – JUNE 2022

MARKETS VOLATILE BUT CHINA STIMULUS LIFTS MOOD It was an exceptionally volatile month for stock markets with the main developed market indices losing substantial ground before experiencing a bear market rally in the closing days of May. A trifecta of factors was...