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Ideas & Insights

 



Monthly Market Commentary

A “Glass Half Full” Market

November displayed the forward-looking nature of markets as global equities reacted positively that a vaccine may be distributed in 2021.



Insight Article

Exploring big tech market leadership

Market dominance by a narrow number of stocks has tempted investors to abandon diversification which is not the best long term strategy.





Monthly Market Commentary

Tech tumbled, ended risk asset rally

U.S. dollar strengthened in September as the existing monetary stimulus wane and expectations for fiscal stimulus before the election fade.



Monthly Market Commentary

Rally continued, but pace slowed

Sustained upside inflation risks remain low despite recent stimulus measures, but inflation dynamics are fluid.