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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.
Markets have trended higher in recent weeks, with performance in regions outside the U.S. being notably stronger.
Global equity markets have come out swinging start to the year. U.S. economic data has exceeded expectations, with the latest inflation reading suggesting a modest uptick in price pressures.
Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.
The global equity market is off to a reasonably good start this year, driven once again by the U.S. market and large-cap technology stocks.
