Markets

Quarterly markets review - Q1 2017


Investment Communications Team

Investment Communications Team

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  • Global equities delivered robust gains in the first quarter amid an upswing in global economic data. Emerging market equities were particularly strong while bond markets saw more mixed performance.
  • US equities advanced to fresh all-time highs, supported by positive economic data and President Trump’s plans to cut taxes and regulations. The Federal Reserve raised rates by a further 0.25%.
  • Eurozone equities delivered robust gains amid upbeat economic releases and receding political worries following the win for the centre-right in the Dutch elections.
  • UK equities gained, supported by solid corporate results and merger & acquisition activity. Article 50 was triggered at the end of the period, signalling the formal start of the process to leave the EU.
  • Japanese stocks saw positive but muted returns with the yen gradually appreciating over the quarter.
  • Emerging markets registered a robust return. An upturn in global growth and a lack of follow-through on protectionist trade policy from the Trump administration supported risk appetite.
  • In bond markets, high yield corporate bonds performed particularly well, while government bonds were more mixed.

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Quarterly markets review - Q1 2017 5 pages | 70 kb

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The forecasts stated in the document are the result of statistical modelling, based on a number of assumptions. Forecasts are subject to a high level of uncertainty regarding future economic and market factors that may affect actual future performance. The forecasts are provided to you for information purposes as at today’s date. Our assumptions may change materially with changes in underlying assumptions that may occur, among other things, as economic and market conditions change. We assume no obligation to provide you with updates or changes to this data as assumptions, economic and market conditions, models or other matters change.