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Monthly Update: May 2019

14 June 2019
MAY HIGHLIGHTS May was the first negative month of 2019 for global equity, with all major regions shedding about 5% (in EUR). An escalating trade war between t...

Monthly Update: April 2019

13 May 2019
April was a strong month for global equity, with improving economic data and dovish central bank comments supporting appetite for higher risk. US equities hit record highs at the end of the month.   The current economic slowdown is turning out to be a lot milder than expected, with figures in the US (GDP, jobs) and the Eurozone (GDP) suggesting moderate growth and no risk of recession.   Quarterly company results being published are also holding up well, across all regions and s...

Monthly Update: March 2019

15 April 2019
MARCH HIGHLIGHTS   Economic data continues to point to a slowing global economy, driving long term rates back into negative territory in the Eurozone.   Following the ECB in February, the Fed has now also adopted a decidedly more dovish tilt, with no more rate rises expected for the remainder of the year.   These were counteracting forces for global equities but, for the time being, the latter got the upper hand and most regional indices ended the month wit...