After an unprecedented year of calm in 2017, where investors made money in virtually every asset class, investors were brought back down to earth during 2018. Corporate earnings growth remained robust, but the ongoing monetary policy tightening cycle in the U.S. and increasing trade tensions (most notably between the U.S. and China) pushed up equity risk premiums and placed downward pressure on valuation multiples.
Global markets are climbing but rising inflation, high energy costs, and cautious consumers tell a…
Shifting global markets, rising inflation and geopolitical tensions – learn more about the forces shaping…
Markets faced a shifting backdrop in March, with global tensions and economic data challenging assumptions…
February was defined by tensions, tariffs, trade talk and shifting rate paths. See how these…
anuary markets reflected shifting trade dynamics, persistent inflation, and rising global risk – all building pressure beneath…
Global markets ended 2025 on a cautious upswing, with resilient North American growth, soft demand…