Economic and Market Overview May 2022 Global Rising inflation and increasing interest rates are front of mind for most investors as the effects of the war in Ukraine seem to be priced into markets. Jerome Powell, chairman of the US [...]
Economic and Market Overview April 2022 Global Global news in the first quarter of 2022 was overshadowed by the events in Ukraine, which caused major moves in financial markets around the world. Commodity prices exhibited extreme volatility which spilled over [...]
Economic and Market Overview March 2022 Global “War in Europe!” Who would have thought a few years ago that this would be a reality? The armed conflict has been dominating news flow since Russian armed forces entered Ukraine on the [...]
“The four most dangerous words in investing are: “This time it’s different.” " – Sir John Templeton, British banker, fund manager, and philanthropist During 2021 most fund managers’ opening line was: “This is going to be a ‘tough’ [...]
Economic and Market Overview February 2022 Global The start of the year heralded an unpredicted slowdown in economic growth, lingering inflation, and many guesses regarding the pace of interest rate increases around the world. According to the International Monetary Fund’s [...]
Economic and Market Overview January 2022 Global 2021 saw most developed countries emerge out of their pandemic lockdown-related recessions while emerging markets continued to struggle with vaccination roll-outs. The discovery of the Omicron variant of the Covid-19 virus gave investment [...]
Economic and Market Overview Global The last few months of 2021 seem to have ended in a similar fashion to the last two months of 2020 – on the back [...]
Economic and Market Overview Global The 26th United Nations Climate Change Congress of the Parties (COP26) has focused the world’s attention on the initiatives required to slow down global warming. The overarching goal of the conference is to put measures [...]
Economic and market overview Global Well into the second year of the global Covid-19 pandemic, the ferocity and persistence of the virus has surprised most people – experts and the public alike. Asia, a region that seemed to get through [...]
Economic and market overview Global Socio-political news flow was dominated by the United States and allied forces’ chaotic withdrawal from Afghanistan during August. While the move to withdraw was the result of long-dated US policy intentions formed under former President [...]
