It’s been a rough start to the year. Geopolitical tensions between the US and Russia have become increasingly acute but it is nervous anticipation of the US Federal Reserve withdrawing monetary policy support that has been the main cause of a spike in financial market...

During September, the New Horizon strategies gave up gains made earlier in the quarter as turbulent equity and bond markets suffered declines due to a broad range of factors. These included concerns about global growth waning due to the highly infectious Delta Covid...

The latest World Economic Outlook released by the IMF in late July highlighted the still growing divergence between advanced and emerging market economies. At a global scale, it maintained its forecast 6% growth rate for the world, while upping the rate of growth...

Investor sentiment in April was supported by the continued economic recovery. While estimates of 2021 GDP growth continue to rise, the US Central Bank maintains that it is in no hurry to withdraw monetary stimulus. Consequently, many major equity indices have climbed...

Now that spring has sprung, there is a palpable sense of optimism that global growth will surprise on the upside this year, buoyed by the promising pace of vaccine rollouts and economies opening up. The seasonality is no coincidence since the dark days of winter...

Financial markets in February were predominantly driven by investor worries about inflation prospects as they ignored the continued assurances from central banks that they do not expect persistent inflation to become a problem. Benchmark US Treasury bond yields toyed...