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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.