market-commentary

MARKET COMMENTARY

Scroll Down

UK Election Special – Shifting to the Left

Jul 8, 2024

9:15 am

• The UK electorate has dramatically ended 14 years of Conservative Party rule with a crushing victory for the Labour Party, winning a majority of 166 with 408 seats. • Conservative Party representation falls to 136, 208 seats lost and its worst defeat in modern times. • Voter turnout was depressed with the swing to…

Read More

Q2 Macro and Markets Quarterly

Jul 4, 2024

9:27 am

The second quarter of 2024 was marked by a complex interplay of strong financial market performance, persistent inflation, and geopolitical risks. While consumer spending and labor markets remained robust in key economies like the U.S., inflation and geopolitical uncertainties posed ongoing challenges. The global economic outlook remained cautiously optimistic, with central banks’ monetary policies and…

Read More

Political Turmoil

Jul 2, 2024

6:11 am

• US politics in state of flux and still five months to go • US equity market doesn’t agree with the Fed’s view, but the bond market does agree • French politics in a state of flux • The ECB may be called to soothe the nerves of investors in the French bond market •…

Read More

China’s Opportunity – Not To Be Missed

Jun 25, 2024

5:36 am

• The Third Plenum of the 20th Communist Party of China Central Committee should deliver news of structural change. • After the recent pause in equity market performance, we see upside risk for the market. • A rally may depend on the engagement with a domestic investor who historically has not favoured equities. There is…

Read More
Top