February was a month of significant market shifts, underscoring the importance of diversification and active management. Following a strong January, global equities faced headwinds as concerns over the implications of U.S. protectionist policies mounted
January 2025 marks a promising start to the year, with the Iza Balanced and Equity Funds delivering strong results driven by strategic asset allocation and exceptional alpha from our active managers. As we continue to see the benefits of increased USD exposure following the dollar’s recent strength in Feb and we are well-positioned for further upside.
Global markets rallied in November, with U.S. equities leading the way. Domestically focused small-cap stocks surged on optimism around Trump’s pro-growth policies, while large-cap equities also gained on expectations of fiscal stimulus and deregulation.
Global markets rallied in November, with U.S. equities leading the way. Domestically focused small-cap stocks surged on optimism around Trump’s pro-growth policies, while large-cap equities also gained on expectations of fiscal stimulus and deregulation.
Global markets were marked by high levels of volatility and risk aversion in October. The US presidential election and rate cut expectations played a prominent role in shaping investor sentiment.
The month of August 2024 brought both volatility and opportunities for diversified investors. Global equities faced turbulence early in the month due to disappointing US economic data…
Earnings season in the US saw mixed reactions. Four of the ‘magnificent seven’ tech giants reported results, but broadly, investors appeared underwhelmed…
May proved to be a month of positive returns across most asset classes, but with some noteworthy regional variations and underlying economic considerations.
April emphasized the ongoing concern regarding persistent inflation, which poses a significant threat capable of disrupting the surge in risk assets, a challenge for both equity and fixed income markets.
Global stocks retreated in February as the market re-evaluated the decreasing speed of inflation, and therefore the need for the (Fed) FOMC to continue to increase interest rates and the time it needed to keep them higher…
