COVID-19 was the main determinant of economic activity and the leading global story for 2020 and most of 2021. How economies around the world restart from the pandemic and thrive in a post-pandemic world will be the story that dominates the investment industry in 2022 and beyond.
This is not yet fully understood, nor has it fully played out, but it will have widespread implications for how portfolios are managed and monitored.
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Introduction Global equity markets finished lower over April amid geopolitical tensions, choppy inflation and expectations…
Introduction Central bank rate announcements dominated the headlines in March. Most held steady, while pointing…
Introduction Global equity markets moved higher over the month of February. Investors held largely positive…
Introduction Global equity markets edged higher over January. Sentiment was largely mixed as investors parsed…
Introduction Investor sentiment improved in December on rising expectations that major central banks, including the…
Introduction Investor sentiment improved in December on rising expectations that major central banks, including the…