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MARKET INSIGHT - December

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The end of the cycle is upon the financial community

One month seems indistinguishable from the next for investors, with November proving just as complicated as October on the financial markets. While the disruption seen in October, on the stock markets in particular, can be attributed to a downward adjustment in 2019 economic and earnings forecasts, November’s movement seems...

 

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MARKET INSIGHT - October 2018

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Are investors starting to have confidence in the future again?

After a turbulent summer, equity markets re-bounded in early autumn. However, the air of uncertainty that drove the erratic performance of stock markets over the summer still persists.
Although investors were reassured by the United States’ more moderate tariffs on Chinese goods, the threat of a trade war has...

 

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MARKET INSIGHT - September 2018

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What if the dollar were the main problem?

Although the situation was not catastrophic, there was no real rest this summer for financial markets, and this applies to equities, foreign exchange and, to a lesser extent, bonds. The addition of the Turkish crisis to recurring international trade disputes and the medium-term outlook for the global economy quite rightly led to a...

 

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