Positive growth sentiment returns
After the bumpy ‘hangover’ start and the volatile two weeks that followed, it looks like investors are finding their feet again, slowly turning January into a far more positive month than many had expected following the very strong rally into the year-end....
Data vs Davos
This week, global capital markets resumed their volatile path of last year, as the positive sentiment, driven by expectations of an imminent and significant onset of rate cuts, began to wane somewhat. The combination of a distinct slowing in the downward trajectory...
A bumpy upwards path ahead
Every hangover comes to an end and the equity market’s malaise lasted no longer than usual. After refusing to get out of bed last week, this week the markets decided to go to work. Europe recovered last week’s losses while US indices...
After the party, the hangover
The first week of January feeling is eerily reminiscent of one year ago: strikes, endless rain and then everything else that causes the usual January blues. Yet investors in diversified global investment portfolios will get a positive surprise when they look at...