Market Monitor – 29 July 2022
Stock markets around the world have enjoyed a largely positive week despite another large interest-rate increase by the US Federal Reserve (Fed) and signs that the American economy may be in a recession.
Market Monitor – 22 July 2022
Global stock markets have clawed back some of their recent losses as falls in commodity prices and a resumption of Russian gas supplies to Europe combined to reduce the threat of runaway inflation.
Market Monitor – 15 July 2022
Global stock markets have suffered heavy losses this week due to persistently high inflation and concerns about weak company earnings. With year-on-year price rises in the US hitting a 40-year high of 9.1% in June, the prospect of central bankers in America raising interest rates by a significant amount later this month seems increasingly likely.
Market Monitor – 17 June 2022
Recent losses have intensified as stock markets around the world endured one of their toughest weeks of the year so far. With investors focusing once again on central bank attempts to curb rampant inflation, this week’s key events were policy decisions from the United States Federal Reserve, the European Central Bank (ECB) and the Bank of England (BoE) – in each case, however, officials offered little in the way of positive news.
Market Monitor – 10 June 2022
The threat of tighter monetary policy and the expectation of further negative economic impacts from the war in Ukraine have driven global share prices lower this week.
Market Monitor – 6 May 2022
The threat of tighter monetary policy and the expectation of further negative economic impacts from the war in Ukraine have driven global share prices lower this week.
Market Monitor – 8 April 2022
The threat of tighter monetary policy and the expectation of further negative economic impacts from the war in Ukraine have driven global share prices lower this week.
Investment team updates – Market updates 1 April 2022
Latest news from around the investment desks.
Market Monitor – 25 March 2022
Global stock markets have enjoyed a more or less positive week as investors have once again been happy to focus on whatever good news they can find.
Solutions Enhanced: Capital Market Assumptions 2022 Making a transition
The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.
