The second quarter of 2024 built on the successes of the first, with risk assets delivering another set of positive returns to investors. Economic momentum carried over from the first quarter…
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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.
The quarter was particularly favorable for developed market stocks, especially growth-oriented ones, which saw a 10.3% return (USD). The US stood out with the S&P 500 climbing 10.6%…
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…
South African stocks underperformed their emerging market counterparts in February, declining by 2.4%. This weakness stemmed primarily from the resource sector, which was hit by falling commodity prices, especially in energy and platinum. Domestically focused companies in the industrial and financial sectors also faltered…
The S&P 500 index, with its growth-oriented composition, outperformed other major equity indices by delivering an 11.7% total return, its best in three years. This performance was particularly notable as it encompassed a wider range of sectors, breaking away from the earlier concentration on tech and AI stocks.
Stock markets experienced a third consecutive month of decline, as the Dow Jones Industrial Average dropped by 1.3% (USD), the S&P 500 slipped 2.1% (USD), and the NASDAQ lost 2.8% (USD) for the month…
Throughout September, the US market continued to assert its dominance and influence on global markets. Global Equities continued, its downward trend in September, as the Fed’s “higher for longer” theme started to sink in…
U.S. equities finished lower in August as the S&P 500 and Nasdaq-100 Indices posted their first monthly declines since February. The “Magnificent Seven,” responsible for over 75% of the Nasdaq 100 gains in 2023 through July, saw mixed results for the month…
