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Last week saw choppy trading in the US as investor sentiment was uncertain over the economic outlook, writes Ian Slattery.
March saw the first quarter of 2023 close out positively for equities despite turmoil in the banking sector, writes Richard Temperley.
February saw equities give back some of their gains from the year so far, with the US in particular faltering in the face of potentially higher interest rates, writes Richard Temperley.
Equities rallied strongly throughout the first month of 2023, with the global market up just over 5%, writes Ian Slattery.
Equities enjoyed a positive November, marking back-to-back monthly gains for the first time in 2022. Markets were buoyed by a growing consensus that inflation has peaked in the US, and this will subsequently lead to a more dovish approach from the Federal Reserve, writes Ian Slattery.
As we look forward to 2023, we maintain a preference for equities over other asset classes. The prevailing market consensus is that inflation has now peaked, and that rates will therefore peak by the middle of 2023.
As we enter 2022, we continue to prefer equities to other asset classes, such as eurozone government bonds and cash. This preference is predicated on the enduring relative valuation thesis, robust corporate earnings expectations, and the positive global growth trajectory.
