Jonathan Masse Articles

Global Market Commentary October 2023

Global Market Commentary October 2023

Global stocks represented by the MSCI All Country World Index (ACWI) fell 3.01% in October, the first three-month losing streak for the index since March 2020 when the World Health Organization declared Covid a pandemic.

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Global Market Commentary ā€“ September 2023

Global Market Commentary ā€“ September 2023

Global equities fell 4.14% in September, bringing down Q3 returns to negative 3.4%, the first quarterly decline in the past three quarters. Year to date however, the MSCI All Country World Index (ACWI) is up 10.06%. In the US, the S&P 500 index slumped -4.87% in a...

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Global Market Commentary ā€“ January 2023

Global Market Commentary ā€“ January 2023

If there is a way to ā€œbounce backā€ after a brutal 2022 that closed with global equities down -18.36%, it is to come out of the gates strong. Global equities did just that, climbing 7.17% in January. It was the MSCI All-Country World Indexā€™s (ACWI) best January since 2019 and second-best January on record…

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Global Market Commentary – December 2022

Global Market Commentary – December 2022

2022 was a brutal year even if its final quarter was slightly less so. Global equities fell 3.94% in December, but still managed to gain 9.76% for the quarter, making Q4 the yearā€™s best for the MSCI All-Country World Index. That said, the ACWI tanked -18.36% in 2022,...

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Global Market Commentary November 2022

Global Market Commentary November 2022

Global Equities marched 7.76% higher in November following Octoberā€™s 6.03% rally. The MSCI All-Country World Index is now up 14.26% in 2022ā€™s final quarter, but still down 15.02% on the year. Stock prices soared on the final trading day in November after U.S. Federal Reserve Chair Jerome Powell said in a speech to the Brookings Institute that the pace of interest rate hikes will likely slow as soon as its December meeting.

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