Global stocks soared 4.29% in February to bring 2024 returns to 4.90% YTD. The MSCI All Country World Index closed the month at an all-time high.
Global Market Commentary February 2024
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Investment Commentary Articles
Global Market Commentary January 2024
Global stocks gained 0.59% in January, after an impressive run up of 22.2% last year. The US large cap S&P 500 index rose 1.59% in January, posting six new closing highs, after jumping 24.23% last year
CIO Quarterly Update – Q1 2024 Futility of Macro Forecasts
Market predictions are alluring; we all want to have answers in the face of an unknowable future. The logic is simple if we can accurately predict what comes next in the economy or in the stock market…
Global Market Commentary December 2023
Global stocks finished 2023 with a nine-week winning streak, ending December up 4.80%, a gain of 11.03% for the fourth quarter and up 22.20% for the year
Global Market Commentary November 2023
Global stocks surged 9.23% in November, breaking a three-month losing streak in the biggest monthly gain since November 2020; the MSCI All Country World Index (ACWI) has climbed 16.60% YTD and is trading less than 2% away from its 2023 high.
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.
Global Market Commentary – 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...
CIO Quarterly Update – Q4 2023 Looking Beyond the Headlines
The third quarter of 2023 presented speed bumps in financial markets. Across global equity markets we saw stocks pull back and at the same time bond yields moved higher.
Global Market Commentary – August 2023
Global equities slipped 2.79% in August, yet the MSCI All Country World Index’s (ACWI) year-to-date gain still stands at an impressive 14.80% over the first eight months of the year.
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Global Market Commentary – July 2023
Global stocks added 3.66% in July to bring their 2023 return to 18.11% YTD – marking the MSCI All Country World Index’s (ACWI) best year-to-date gain since 2009 when markets recovered from the global financial crisis.
Global Market Commentary – June 2023
Global stocks rallied to finish the month up 5.81% and the quarter up 6.18%, and closing the first half of 2023 up 13.93%. It was the second-best start to a year since the inception of the