Latest Insights

Market Update – 30 June 2022

Key market movements for the quarter

Shares and bonds across the board were under pressure in the second quarter of 2022, as markets priced in further increases in interest rates as well as an increased risk of recession. Amongst equities returns, which were generally poor, the MSCI World Value index significantly outperformed its Growth counterpart, although both registered double-digit declines.

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Market Update – 30 June 2022
Market Update – 31 March 2022

Market Update – 31 March 2022

Key market movements for the quarter

With the prospect of US interest rate hikes and simmering tensions at the Russia/Ukraine border, there were few places for investors to hide in January, as bond yields spiked and share markets waned. Growth-tilted sectors such as information technology and consumer discretionary bore the brunt of the pain, while the energy sector generally performed strongly.

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Market Update – 31 December 2021

Market Update – 31 December 2021

Key market movements for the quarter

The quarter started on a positive note for most share markets which, aside from a November lull, mostly ended the year strongly. It was a slightly different story in bond markets, with a weak start extending to early November, and generally a small recovery thereafter.

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