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Following the 2023 Q4 rally, performance across asset classes was mixed in January, writes Richard Temperley.

September saw equity markets retreat from their recent highs as bond yields rose and central banks maintained somewhat of a hawkish stance, writes Richard Temperley.

August saw risk assets retreat as sentiment declined off recent highs with markets trimming the previous gains equities had experienced throughout much of 2023, writes Richard Temperley.

May was dominated by discourse surrounding the US debt ceiling as Republicans and Democrats in the US struggled to reach an agreement, writes Richard Temperley.

April was characterised by the release of Quarter 1 earnings reports from the world’s largest companies, writes Richard Temperley.

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.

Global equities suffered one of their worst months in years in September, as aggressive monetary tightening weighed on investors’ minds, writes Ian Slattery.