
15 March 2022 | 1 min. readingtime
05 July 2023 | 1 min. readingtime
June 2023 was a typical risk-on month, with equities doing well and bonds not. The biggest loser was once again listed real estate. Read more and download the full report.
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Most major stock markets had a good month in June, at least in Europe and the US. The American stock market outperformed European stock markets, with a monthly return in euros measured at 4.3% for the MSCI North America index and 2.4% for the MSCI Europe index. If we compare returns not in euros but measured in local currencies, the differences widen further due to the depreciation of the US dollar, in favor of the US. In the case of US equities, it was also notable that technology stocks were still leading in June, but the yield differences with 'traditional' sectors were smaller than earlier this year.
15 March 2022 | 1 min. readingtime
30 May 2022 | 1 min. readingtime
Disappointing economic growth and skyrocketing prices: 2022 looks set to be a typical “stagflation” year.
06 July 2022 | 1 min. readingtime
Across the board, financial markets continued the negative trend of recent months in June, and once again no asset class escaped the slump. This makes the first half of 2022 one of the worst first half of the past 50 years for financial markets.