Global equities rose 2.1% over the past week on the back of US leadership, with the S&P and Russell rising 2.5% and 4.3%, respectively. Europe (+2.9%) and Japan (+3.3%) were also notable gainers, but Asia ex Japan lagged, with China finishing roughly flat and Emerging Markets in the red. Q4...
Global equities rallied in week 5 on the back of a dovish Federal Reserve — with Asia, Latam, and EM all rising 4%+. Technology and real estate were notable standouts, while financials lagged following a move lower in global rates. Q4 hedge fund letters, conference, scoops etc The dollar was down...
Global markets were bid in week two rising 2.4%, led by the Americas (IWM +4.73%, ILF +3%) and Asia Ex Japan (2.9%). Q3 hedge fund letters, conference, scoops etc Sectorally, technology was strong across the board, with Asia tech +6.7% w/w. Energy was bid on the back of crude’s 7.6% gain,...
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