April was positive for financial markets, with early signs of a momentum based recovery from the bottom of the market in late March. Given the level of market volatility, the extent and speed of the recovery surprised many – it was one of the sharpest and...
Shares or stocks are a popular investment for many investors but can be intimidating when you are starting out. However, to invest successfully, it is important to first understand how investing works so that you can make the choices that are right for you. Before...
Key Global Trends – equities slump The coronavirus-led ‘risk-off’ trade that started to build in late January continued into March, with the MSCI All-Country World Equity return index declining by 12.8% in local currency terms. Despite declining government bond yields, the yield on the Bloomberg Global...
The economic impact of Coronavirus so far (as at 18.03.20) An update on current market developments Over the last few days, we have seen significant volatility across global financial markets reflecting heightened levels of investor uncertainty given the rapid spread of the coronavirus (COVID-19) and governments’ attempts...
Key Global Trends – equities retreat The coronavirus-led ‘risk-off’ trade that started to build in late January continued into February and the early weeks of March. Global equities have reversed their uptrend seen through most of 2019, while the downtrend in bond yields and uptrend in...
Volatility is an inherent feature of financial markets, so it is important to look through the noise. Markets can be subject to periods of event-related volatility, from events such as economic uncertainty, monetary or fiscal policy changes and geopolitical tension, and can cause investor confidence...
Key points While reported new coronavirus cases in China have slowed, the pickup in cases outside China has led to a renewed sharp fall in share markets and bond yields. Our base case is that the outbreak will be contained allowing share markets and bond...
[embed]https://www.youtube.com/watch?v=sYawiIzOfXo&feature=youtu.be&utm_source=marketo_email&utm_medium=email&utm_campaign=bs&utm_content=newsletter-position1&mkt_tok=eyJpIjoiTURobU9UVmtPV0ZqWTJNeCIsInQiOiJ4TlVWXC9zbk1KS0x6MjVxekNMbmNEbHJcLyticU9yMlpCXC9idmRUVHNBN1plOUR5cVwvTU5HZTdxWm9xdGNGUDFCeitNMytWd0Y3VUpIUTZkaEZ6NmZPN3RNVVVnNnFPR1Y0NnZZNk5zYXFEeXRCRFpBVm41Z2wwRWxidG1jVlVPVmkifQ%3D%3D[/embed] Key Global Trends – virus fears Global equities started the new year on a strong footing, thanks to an easing in global trade tensions. That said, new fears related to the coronavirus have more recently caused a setback, such that overall global equities posted a modest...
Investment markets and key developments over the past week The solid rally in share markets since the beginning of the year continued this week, with both US shares (up by 2% over the week) and Australian shares (+1.9% this week) hitting record highs as investor optimism...
Video - Market Trends: December 2019 David Bassanese shares the last market wrap up for 2019. In his video he discusses what influenced the markets in 2019, what how things are likely to shape up moving into 2020. [embed]https://www.youtube.com/watch?v=F99HySzVzSE&feature=youtu.be&utm_source=marketo_email&utm_medium=email&utm_campaign=bs&utm_content=newsletter-position3&mkt_tok=eyJpIjoiTTJJMk9UWTBNelF5TURsaCIsInQiOiJ6TE0xZElUQVhXd3p4YTFISTRONTdCU3JKbjJrdWN6RDNhVmo1NUVBYzNYRk9EQk5iVEdcL3BQT09kTkhvYmpzQ2p1dERSY1pjZng2UTlpbFRVVTFkZmY5SkFFTDZhZCtzOFVXclg4MmYyODlOT3ZCZlZpZWJDZ2t1U3FDY3ozV0cifQ%3D%3D[/embed] Key Global Trends – optimism prevails Ongoing hopes of a...