Bimonthly Update - May 17th 2024

May 17, 2024 |Mananjo Andriantsara
Dear readers, May has been a noticeably better month for global markets, largely fueled by data from the U.S. A weaker pace of job growth and inflation numbers that did not show the kind of acceleration seen in prior months have rekindled hopes that the...
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Mises à jours bimensuelles - 3 mai 2023

May 03, 2024 |Mananjo Andriantsara
Chers lecteurs, Les marchés boursiers mondiaux ont terminé le mois d’avril en légère baisse, digérant les gains réalisés depuis octobre dernier. Les marchés ont en grande partie passé le mois aux prises avec une inflation collante et des perspectives...
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Bimonthly Update - May 3rd 2024

May 03, 2024 |Mananjo Andriantsara
Dear readers, Global equity markets finished the month of April a bit lower as they digested the gains made since last October. Markets largely spent the month grappling with sticky inflation and diminishing prospects for interest rate cuts in the U.S...
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Bimonthly Update - April 19th 2024

April 19, 2024 |Mananjo Andriantsara
Dear readers, The past few weeks have seen more meaningful activity across global equity, fixed income, commodity, and currency markets, marked by an increase in volatility. Two developments were particularly noteworthy. The first is a significant shift...
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Bimonthly Update - April 5th 2024

April 05, 2024 |Mananjo Andriantsara
Dear readers, Global equity markets have been somewhat directionless over the past few weeks, likely taking a breather after a reasonably good first quarter. Investors are digesting recent jobs reports in Canada and the U.S. Meanwhile, the consensus view...
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Bimonthly Update - March 22nd 2024

March 22, 2024 |Mananjo Andriantsara
Dear readers, Global equities have continued to perform well as of late. But more noteworthy has been the breadth of the rally, with a variety of sectors, and not just technology, enjoying significant gains. As a result, markets outside the U.S. have...
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Bimonthly Update - March 8th 2024

March 08, 2024 |Mananjo Andriantsara
Dear readers, Global equity markets have trended higher in recent weeks, with performance in regions outside the U.S. being notably stronger. Investors have been focused on the employment picture and recent comments from the Bank of Canada and the U.S...
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Bimonthly Update - January 12th 2024

January 12, 2024 |Mananjo Andriantsara
Dear Readers, Happy new year. Market action in the first few weeks has been relatively muted, contrasting with the strong gains witnessed towards the end of last year. This moderation can be attributed to a string of slightly stronger global economic...
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Bimonthly Update - December 15th 2023

December 15, 2023 |Mananjo Andriantsara
Dear readers, It is hard to believe, but 2023 is coming to an end. Fortunately, both global equity and bond markets appear to be finishing the year on a strong note. This strength can be attributed primarily to two factors. First, the rate of inflation...
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Bimonthly Update - December 1st 2023

December 01, 2023 |Mananjo Andriantsara
Dear readers, The month of November finished on a high note, marking one of the best months this year for global equity and fixed income markets. This strength reflects growing confidence that inflationary pressures are easing, central banks are largely...
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