by ivm_wpadmin | Jul 14, 2023
Global public equities close Q2 with strong returns June marked the end of a strong Q2 for global public equities as the ACWI is up 6.8% YTD. June’s positive equity performance brought up the quarterly average for all regions except the UK, which has lagged...
by ivm_wpadmin | Jun 14, 2023
Value is out, Growth is in, as AI-impacted stocks drive Style rotation Market Background In May, global equities experienced negative returns, specifically European equities undergoing a correction of 6% after a strong rally in the first four months of the year....
by ivm_wpadmin | May 24, 2023
by ivm_wpadmin | May 19, 2023
by ivm_wpadmin | May 15, 2023
Quality, Yield and Dividend Growth stocks outperform Market Background Equity markets were relatively neutral following a strong first quarter. The US returned about 1%, while Europe and the UK led the group at 3.5%, and Emerging Markets lost about 60bps overall....