MARKET PERSPECTIVE — Global financial markets which where ravaged through the later half of the first quarter of 2020 as the COVID-19 pandemic spread virulently across the globe, have rebounded nearly as quickly on the relief of unprecedented monetary and fiscal stimulus and signs of economic turnaround as business shutdowns have eased and economic activity began to return for many sectors of the global economy.
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MARKET PERSPECTIVE — A ten plus year bull market for global equities has finally come to an end–brought to its knees by the effects of a tiny and invisible enemy, yet one so powerful and potentially pervasive that governments, financial markets and society as a whole appear consumed by its grasps.
The world-wide spread of Coronavirus (COVID-19) came to global attention in December 2019 as its almost overnight and devastating impact on the populations of Wuhan and Hubei provinces in China earned international attention.
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MARKET PERSEPCTIVE — Global Geopolitics Issues Increase Downside Risk. Global markets had another eventful quarter amid elevated geopolitical uncertainty and a slowing global economy. The stock market’s strong re-bound in June failed to maintain its momentum through the third quarter of 2019 as trade talks between the United States and China devolved and tensions intensified in August before abating by late September, but only after both parties implemented billions of dollars of levies on imports.
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MARKET PERSEPCTIVE — After a wild and disappointing Q4 2018, global markets rebounded sharply from last year’s sell-off and positive momentum has generally carried forward through the second quarter of 2019. The primary drivers of this resurgence are led by increasing optimism for a trade deal between the United States and China, and the dovish stance among major global Central Banks including the U.S. Federal Reserve and European Central Bank.
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MARKET SUMMARY — fourth quarter of last year was challenging for most investors. Contractions across all major asset classes resulted in negative returns for 2018, despite significant expansion in the global economy. However, so far in 2019, most markets have bounced in a positive direction. Of particular note are the S&P 500 and S&P/TSX Composite – both posting their best quarterly performance since Q2 2009.
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