Butterfield Group’s Post

Markets and investment update: > Geopolitical tensions not a source of concern for financial markets > US equity markets continue to rise > Europe catches the first cold of the season > What to watch this week Read here: https://lnkd.in/eepfvwrD

BBW: In the face of calls around the world to diversify out of the dollar in recent years, the US has nabbed almost one-third of all the investment that flowed across borders since Covid struck. An International Monetary Fund analysis sent by request to Bloomberg News shows that the share of global flows has climbed — not fallen — since a shortage of dollars in 2020 spooked global investors and the 2022 freezing of Russian assets stoked questions about respect for free movement of capital. The pre-pandemic US average share was just 18%, according to the IMF.

Please find attached OMNIS Investments latest Market Update Report - analysing performance of the core global markets. #investments #interestrates #Inflation

Despite high Treasury yields, US equities remain robust, reflecting a pro-US economic policy stance, yet overseas markets are facing challenges. Head of Asset Allocation, Damien Hennessy, suggests that global considerations, like potential stimulus from China and ECB policies, require a strategic approach. Higher bond yields may influence equities in the long run, demanding careful asset allocation. 💻 To watch the full insight on ausbiz go to - https://lnkd.in/gRMdyeng #Markets #USequities #GlobalEconomy #Bonds #Investing #AssetAllocation #PortfoloConstruction #China

The article titled “Goldilocks does Europe” on Zero Hedge discusses the recent performance of European equities and macroeconomic trends. According to the piece, European equities have been performing well, with inflows and macro indicators turning positive. The author suggests that this short-term contrarian trade may continue for several more months. European inflows are finally picking up, which is seen as a positive sign for the region

Chant West’s latest analysis shows super funds are on track for strong double-digit returns this calendar year, driven by a share market rebound and benefits from foreign currency exposure during October’s volatility. This emphasises the value of diversification and the effectiveness of long-term investment strategies in navigating challenging market conditions. Read more ▶  https://lnkd.in/gGeKf_YN

Market Update The past few weeks have seen more meaningful activity across global equity, fixed income, commodity, and currency markets, marked by an increase in volatility. Two developments were particularly noteworthy. The first is a significant shift in U.S. interest rate expectations due to recent inflation data. The second concerns heightened geopolitical tensions in the Middle East, following the Iranian and Israeli attacks on each other, which has left investors pondering the potential impacts on financial markets. We discuss both. Full report available on our website at www.davidblair.ca under the blog menu. David Blair https://lnkd.in/gKQbt58N

In September, our latest "Markets In A Nutshell" unpacked how markets rallied as the US Feds cut rates more aggressively than expected, while Chinese equities surged 24% following the government's significant stimulus measures. This boost in investor confidence drove emerging markets and commodities higher, though oil prices dipped amid geopolitical tensions. Stay updated with our analysis and see how these trends affect your investment strategies: https://lnkd.in/gzKFDcTq #investment #finance #markettrends #oil #emergingmarkets

Emerging Market Debt ‒ Monthly Market Musings by Allianz Global Investors ‒ May 2024: "Taking cues from the Fed" This month’s publication looks at how emerging markets have fared against a backdrop of Middle East geopolitical tensions, higher US Treasury yields, US dollar strength and ongoing debt restructuring talks. It also includes a focus on South Africa – and how markets are positioning ahead of general elections on 29 May. #NavigatingRates #EMD #EmergingMarkets #MiddleEast #SouthAfrica #MonthlyMarketMusings

After a period of calm in the markets following the Global Financial Crisis, macroeconomic volatility has returned. Exchange rate fluctuations have been particularly affected, with the USD strengthening due to risk aversion and differing inflation and interest rate policies. This has led to interventions by policymakers in various countries to stabilize global currency markets. The ANREV Investment Intentions Survey for 2024 reveals that 'currency risk exposure' is the second most challenging obstacle for real estate investors, following only 'transparency and market information'. Learn more :