November Market Review
The month of November ended with significant increases in all markets: Trump’s election as President of the United States was a major boost for the U.S. stock market, though it didn’t have the same impact on other indices. Could potential new tariffs have something to do with this? Another “Trump effect” was the sharp rise […]
April Market Review
In the month of April, both equities and fixed income at a global level suffered losses. In the case of equities, this was a brake on the upward trend since the beginning of the year, and in the case of fixed income, which was torn between losses and gains, it finally succumbed and ended up […]
February Market Review
An exciting February for equities and not so much for fixed income.– S&P 500: +5.17%. – MSCI Emerging Markets +4.8%. – Stoxx 600 Europe: 1.84%. – Bloomberg Global Aggregate (global fixed income index): -0,88% Why is this? It must be that human beings are naturally optimistic or have a free downside insurance called a central […]
January Market Review
We started 2024 with the optimism we experienced during the last two months of 2023, i.e. the possibility of central banks lowering rates during this year. Global equity indices rose, except those of emerging countries, dragged down by the poor performance of China due to the disastrous situation of the real estate market. Global fixed-income […]