Market Trends: February 2025 [vc_video link='https://www.youtube.com/watch?v=tYle0kT2Pxo'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major Asset Class Performance Concerns over US tariffs led to a ‘risk-off’ month during February, with bond yields and equity prices generally lower. Among defensive assets, falling yields boosted fixed-rate bond returns, while safe-haven flows...
Market Trends: January 2025 [vc_video link='https://www.youtube.com/watch?v=VzrFgPQOZYU&t=1s'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Asset class performance Steadier bond yields helped produce better returns for growth assets in January after a steep rise in yields saw weaker growth asset performance in December. December’s yield increases, in turn, reflected confirmation...
Market Trends: Rate cut expectations scaled back [vc_video link='https://www.youtube.com/watch?v=IhvHI8sKO_0'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Both equity and bond markets weakened in April due to a significant rebound in bond yields. Bond yields rose as sticky inflation and resilient economic growth caused markets to further scale back...