Market Commentary September 2021

Market Commentary September 2021   GLOBAL MARKETS Major global equity markets all showed positive returns in August, led by the US and Japan. Emerging market returns were driven by India, China and Brazil. US MARKETS Reached new highs… US equities reached new...

Affinity Market Commentary – August 2021

Affinity Market Commentary – August 2021   GLOBAL MARKETSInflation weighs on the markets… US MARKETSFacing strong headwinds… The US equity market rebounded from March 2020 low levels and low corporate earnings to stage a massive bull run on strong earnings...

Market Commentary July 2021

Market Commentary July 2021   GLOBAL MARKETSInflation weighs on the markets…   US MARKETSShortages constrain growth… The US market currently has a number of positive and negative factors to evaluate – a massive stimulus package, going directly to the man in...
Market Commentary May 2021

Market Commentary May 2021

Market Commentary May 2021 US inflation on the rise Expectations of rising inflation became reality in May, as the latest inflation print from the US showed a year-on-year rise of 4.2%. Although the year-on-year comparison is flattered by a low inflation figure twelve...
Market Commentary April 2021

Market Commentary April 2021

Market Commentary April 2021 Strong US data sees equities higher again US stocks once again reached record highs in April, as investors continued to react to a combination of improving economic data, increased growth prospects and a successful vaccination roll-out....

Market Commentary March 2021

Market Commentary March 2021 Fed predicts strong growth in 2021 The Federal Reserve reiterated a conditional pledge not to raise interest rates for years to come and forecast the U.S. economy would expand by 6.5% in 2021, the fastest since 1984, after Washington...