Zurich monthly markets updates
Investment Categories
Latest monthly investment articles
US equities continued their upward trend in September, driven by optimism in technology, shifts in monetary policy, and positive labour market developments.
Last month brought solid returns across major asset classes. The second-quarter earnings season continued, with Nvidia standing out for exceeding sales and earnings expectations.
Last month global equities showed impressive resilience, recovering some of the ground lost earlier in the year in local currency terms.
In May, markets continued their recovery from April’s lows as consumer sentiment improved and trade tensions eased.
In April, markets were highly volatile, largely due to US President Trump’s Liberation Day announcement regarding global trade tariffs, which caused steep declines worldwide early in the month.
Last month, concerns over economic growth and the introduction of new tariffs had a significant impact on global financial markets. In this investment review, we look at how markets performed.
February, the shortest month of the year, felt extended due to the market volatility seen, writes Richard Temperley.
From Trump tariffs to concerns around the technology sector with the emergence of Chinese AI company DeepSeek, investors searched for safety in government bonds and commodities, writes Richard Temperley.
In October, global markets displayed a mix of resilience and caution, marked by significant volatility due to fluctuating economic indicators, writes Richard Temperley.
Last month was a busy month for global central banks as the US Federal Reserve implemented a 50-basis point rate cut, writes Richard Temperley.