January 2024 Market Update

 January 30, 2024 |Rita Li
The latest rate hiking cycle has been the most aggressive cycle in the last four decades, creating a new paradigm of investment decisions. Prior to 2022, few people were interested in discussing fixed income; now, investment conversations have turned...
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October Market Update

 November 02, 2023 |Rita Li
We’ve weathered through a difficult period in the third quarter of 2023. While August and September tend to be seasonally weak in the stock markets, they tend to be followed by rallies in October, this seasonal pattern was disrupted in part by the Israel...
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July Market Update

 July 31, 2023 |Rita Li
In the quieter summer months, we observed headline inflation trending lower while central banks on both sides of the border remained cautious and reiterated their commitment to bring down inflation to target, through rate increases as well as more vigilant...
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March Market Update

 April 03, 2023 |Rita Li
By now, a lot has been written in the media on the collapse of SVB bank. There were some unique attributes that did not impact the other banks that were more diligent in monitoring their risks. What is important for us is that the authorities such the...
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February Market Update

 February 01, 2023 |Rita Li
January had been a month of rebound in most indices across the globe. There are a few contributing factors to the rallies. The top one is continued decline in inflation. Declining inflation prints have provided optimism in the markets to anticipate a...
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January Market Update

 January 05, 2023 |Rita Li
For a while, it felt like everything was going to the moon. The pandemic bust-boom-bust cycle has been a wild roller coaster ride. It is also the best reminder on how much markets can swing on sentiments alone both on the upside and downside. As we enter...
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October Market Update

 October 04, 2022 |Rita Li
Investing through the market cycles Many academic theories focus on the path to maximizing investment returns between the present and the future, assuming you will stick to one investment strategy throughout this time. In practice though, most market...
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July Market Update - All eyes on inflation

 July 28, 2022 |Rita Li
Forks in the road We have had one of the worst year to date performances in the markets since the great financial crisis. Coming into the year, major financial institutions forecasted a lower but positive growth in the economy, however, the Russia/Ukraine...
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April Market Update

 May 09, 2022 |Rita Li
Q1 Earnings Update We are in the busiest part of the reporting season, with 40% of companies having reported in the US. 79% of S&P500 companies that have reported beat ESP estimates. EPS growth for these companies is broadly flat, at +1% y/y, surprising...
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March Market Update

 March 31, 2022 |Rita Li
Markets have shown incredible resilience in the face of a number of pressure points. Continued supply chain disruptions from the pandemic, higher costs in food and energy, and tightening monetary policies to name a few. On the other hand, earnings continue...
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