February 2026 Market Commentary: Calm Amidst Conflict
Equities were mixed in February, as fears over a bubble in AI investment weighed on tech stocks...
Equities were mixed in February, as fears over a bubble in AI investment weighed on tech stocks...
Markets came out of the gates strong in 2026, surviving a bout of volatility to build on the gains...
Markets capped off an eventful 2025 with a relatively quiet month of December, as a lack of major...
Equity markets survived a brief bout of volatility, driven by concerns over AI and inflation, to...
Markets shrugged off what looks set to become the longest ever government shutdown to continue...
Financial markets rallied to close out the third quarter, with investors getting a boost from the...
Equity markets closed out a strong summer with another positive month across the board.
The S&P...
Equity markets continued to grind higher in July, with investors welcoming new global trade deals...
Equity markets continued their post-Liberation Day recovery, with the S&P 500 notching its first...
Equity markets continued to recover from their tariff-induced wounds, marching higher in May as the...
Equity markets survived a tumultuous April, with Trump’s “Liberation Day” tariff announcements...
US equity markets tumbled in March to close out their worst quarter since 2022, with escalating...
February saw a reversal of the post-election “Trump Trade”, with US stocks falling while...
Markets started the new year on a positive note, overcoming some uncertainty around the impact of...
Markets fell across the board in December, with investors taking gains from what was otherwise a...
US equity markets bounced back in November, riding a post-election surge higher as the “America...
Equity markets took a breather in October, with major indexes ending the month lower to end a...
Equity markets were once again higher during the month of September, driven largely by the Fed’s...
Equity markets were resilient in August, surviving an early selloff to end the month higher. The...
Equity markets were once again higher in July, although we saw the return of volatility and a...
Global equities marched higher during the month of June, with blue-chip technology names once again...
Stocks bounced back in May, with the S&P 500 rallying +5% to bring the blue-chip index into...
Stocks took a breather in April after a strong first quarter, with the S&P 500 dropping -4% for its...
Equity markets capped a huge first quarter with a 3.2% gain in March on the S&P 500, with the 10.6%...
Equity markets continued their strong start to the year in February, with the S&P 500 logging its...
The first month of 2024 brought a return of a recent theme within markets, as blue-chip US stocks...
Santa Claus came bearing gifts to investors in December, as both stock and bond markets rallied...
Markets bounced back in November, with both stock and bond prices rebounding in the wake of...
Markets logged a third consecutive monthly decline in October, with both stock and bond prices...
Markets fell for a second consecutive month following a strong first half of the year, with both...
Global equities cooled in August after a hot start to the year, with the S&P 500 giving up -1.6% on...
Equity markets continued their rally during the month of July, with stock prices moving higher...
Equity markets surged in June to cap a strong first half of the year, with the rebound in tech...
Markets were mixed during the month of May, with US stocks leading the way as tech companies surged...
Markets were largely positive in April as investors continued to grapple with the banking crisis,...
Markets were largely positive in March as investors weathered the second and third largest bank...
Financial markets pulled back in February, consolidating their January gains as interest rates and...
Financial markets rallied in January as investors hope to put 2022 behind them and move on to...
Markets sold off in December to cap a year to forget for investors, with both stocks and bonds...
Global equities continued their fourth quarter surge with another monthly gain in November. Market...
Markets continued their roller coaster ride as US equities surged in October, with the bellwether...
Markets continued their slide in September, marking the third consecutive quarter of declines for...
Global equities fell in August, paring the previous month’s gains as fears over higher interest...
Global equities rallied in July, with optimism over corporate earnings and a seemingly dovish turn...
Global equities fell further into negative territory during June to cap the worst start to a year...
Global equities ended an eventful month roughly where they started, briefly touching bear market...
Global equities sold off in April to re-test their Q1 lows, with concerns over inflation, interest...
With core bond indexes down nearly 6% in the first quarter and more than 7% since the end of 2020,...
Global equities were largely positive in March, ending a choppy first quarter on a positive note...
Global equities continued their slide with a second consecutive monthly decline, as the fear of war...