- leroux566
- 4 days ago
- 1 min read
The global investment landscape presented a mixed but overall resilient picture in October. Developed-market equities rose by around 2.0% in U.S Dollar terms, while the Bloomberg Global Aggregate Bond Index slipped by about 0.3%. Growth-oriented stocks, especially those tied to artificial intelligence and tech, outperformed more value- or interest-rate-sensitive segments. Meanwhile, the buoyant mood in equity markets benefitted from easing trade tensions - particularly between the U.S. and China - and a generally softer inflation backdrop in key regions. However, with markets returning close to all-time highs (and valuations), there’s a growing sense that much of the positive news is already priced in - meaning the margin for error is shrinking.
