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.
Developed market equities performed strongly in November (+4.8%), with the US leading the way (+7.7%) driven by the “Trump trade.” Emerging market equities, however, experienced a second consecutive monthly decline (-2.8%), largely attributed to concerns over protectionist trade policies from the incoming US administration.
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.
Given the inherent volatility Trump’s new policies could introduce, diversification remains crucial. Adjusting exposures is prudent, but it’s equally important to avoid short-term, reactionary decisions.
With Donald Trump’s re-election on November 4, 2024, markets are responding to the potential implications of his policies, which prioritize economic growth through tax cuts, deregulation, and robust domestic industry support.
The third quarter of 2024 proved to be a dynamic period for global markets, with significant developments across equities and fixed income assets. The combination of cooling inflation, the initiation of interest rate cuts by major central banks, and stimulus efforts from China created a supportive backdrop for investors.
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…
