We have a long combined history of investing across some of the world’s leading institutional funds management businesses, domestic pension funds and directly as advisors for high net worth clients.
Most investment portfolios today are structured around long-term average returns and a set and forget strategy. Investment markets have and will always be complex and dynamic. Markets do not adhere to a calendar, and nor do we.
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The US equity market has now entered its third bear market (greater than 20% market sell-off) in under four years – the quickest hat trick in at least 120 years. Global equity markets have been under pressure all year, largely due to persistent inflation and the resultant tightening in monetary policy from central banks globally. In this month’s Insight, we take a deep dive into equity bear markets and their drivers.
The US equity market has now entered its third bear market (greater than 20% market sell-off) in under four years – the quickest hat trick in at least 120 years. Global equity markets have been under pressure all year, largely due to persistent inflation and the resultant tightening in monetary policy from central banks globally. In this month’s Insight, we take a deep dive into equity bear markets and their drivers.
The US equity market has now entered its third bear market (greater than 20% market sell-off) in under four years – the quickest hat trick in at least 120 years. Global equity markets have been under pressure all year, largely due to persistent inflation and the resultant tightening in monetary policy from central banks globally. In this month’s Insight, we take a deep dive into equity bear markets and their drivers.
Given how sticky inflation has been, central banks appear extremely committed to getting these inflationary pressures under control while a number of structural factors suggest inflation is unlikely to remain elevated in the decade ahead, particularly low potential economic growth and high global debt burdens. As a result, bonds should continue to provide portfolio diversification and reduce overall portfolio volatility when times are tough for equity markets. In this note we discuss why bonds can again play a role in diversified portfolios after suffering one of their biggest declines in decades.
Given how sticky inflation has been, central banks appear extremely committed to getting these inflationary pressures under control while a number of structural factors suggest inflation is unlikely to remain elevated in the decade ahead, particularly low potential economic growth and high global debt burdens. As a result, bonds should continue to provide portfolio diversification and reduce overall portfolio volatility when times are tough for equity markets. In this note we discuss why bonds can again play a role in diversified portfolios after suffering one of their biggest declines in decades.
Commodity prices have been trending higher since the middle of 2020, driven largely by the improvement in global growth post Covid lockdowns. However, since the Russian invasion of Ukraine, price rises have become extreme. In this month’s Insight, we explore the drivers of commodity prices and what higher prices mean for central banks, the economy and markets.
Commodity prices have been trending higher since the middle of 2020, driven largely by the improvement in global growth post Covid lockdowns. However, since the Russian invasion of Ukraine, price rises have become extreme. In this month’s Insight, we explore the drivers of commodity prices and what higher prices mean for central banks, the economy and markets.
Markets have had a rocky start to the year, with expensive growth stocks bearing the brunt of selling. Key to this has been an aggressive repricing of rate hike expectations from the US Federal Reserve (Fed). The potential for a faster pace of interest rate increases has led to markets now expecting lower growth and inflation in the future than was previously the case. In this Insight, we explore how far the Fed will go and the likely impact.
Markets have had a rocky start to the year, with expensive growth stocks bearing the brunt of selling. Key to this has been an aggressive repricing of rate hike expectations from the US Federal Reserve (Fed). The potential for a faster pace of interest rate increases has led to markets now expecting lower growth and inflation in the future than was previously the case. In this Insight, we explore how far the Fed will go and the likely impact.
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