market commentary
Changing Tides
Markets | Dec 31, 2020
Closing out 2020 Last month, global equity markets surged as news around COVID-19 vaccine candidates gave investors hope that an economic recovery was plausible. Regionally, developed international equities provided the…
All that Glitters is Not Gold
Markets | Aug 21, 2020
The price of gold has rallied this year from US$1,517 an ounce at the start of the year to US$1,975 as of July 31. What was the driver behind this…
Unknowns – Known and Unknown
Markets | Jul 30, 2020
The world is full of surprises or unknowns, some of which we can anticipate, while others are harder to foresee. “Known unknowns” are uncertainties and issues of which we are…
When Sickness Strikes
Markets | Feb 28, 2020
Markets started the year with a lift from the phase one trade agreement between the U.S. and China and firming economic signals. However, the backdrop abruptly shifted as the outbreak…