24 January 2024 | 1 min. readingtime
While the American 'S en P500' index scored a return (in euros) of 22% last year, the 'MSCI Emerging Markets Index' remained stuck at a paltry 7%. And that's actually strange, because the 2023 year-end rally was driven by investors' expectations that the Fed would quickly cut its policy rate. Lower US rates and a weaker dollar are generally good for emerging markets. So why have emerging market shares lagged behind? And will this be the year of emerging markets?
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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.
