Our monthly market update.
Global equities advanced in August, supported by strong corporate earnings, resilient economic data and continued investment in artificial intelligence (AI) infrastructure. Technology remained a key driver, particularly companies benefiting from demand for semiconductors, cloud computing and digital infrastructure.
Global equities fell modestly in July as investors became more cautious towards some of the technology and AI companies that had driven markets higher earlier in the year.
Global equity markets delivered strong gains during the second quarter, supported by renewed enthusiasm for artificial intelligence (AI) investment and easing geopolitical tensions.
Global markets delivered strong returns in May, supported by resilient corporate earnings and continued enthusiasm surrounding artificial intelligence (AI).
Global equities moved higher in April as investor sentiment strengthened following signs of de-escalation in the Middle East, resilient corporate earnings, and renewed optimism around technology-led growth.
Global markets were weaker over Q1, as investor confidence was unsettled by geopolitical risks and changing expectations around interest rates, leading to periods of heightened volatility, driven in part by escalating conflict between Iran, the United States, and Israel following direct U.S. military involvement in the region.
Global equity markets rose in February, although performance varied between regions. Markets outside the US generally performed better as investors reassessed expectations for technology companies linked to artificial intelligence (AI), many of which have seen share prices rise sharply in recent years.
