September Monthly MAST Commentary: Strong Earnings Allow Global Equities to Defy Gravity
Diverging vaccination rates a concern for emerging markets
The recovery in emerging markets has taken a turn for the worse over the last two months. The IMF downgraded its GDP forecast for emerging economies by 0.4%.
August Monthly MAST Commentary: Delta not Enough to End the Winning Streak for Global Equities
Economic normalization has made substantial progress in North America when looking at economic activity as there remains very few restrictions on the economy.
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July Monthly MAST Commentary: Falling Macro Uncertainty Lifts Global Equities
With expectations for strong growth building up in recent months, macro uncertainty and investors’ fear about the S&P 500 have normalized to near pre-COVID-19 levels.
The stock market is in perpetual motion
And so the merry-go-round continues. Government debt piles up whilst interest rates sink well below the prevailing rate of inflation. Real yields? A fading memory.
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