Monthly Market Commentary – November 2016
Welcome to our Monthly Market Commentary.
The November issue provides a market review up until 31 October on the following topics:
- Equity: Developed equity markets continue to expand at slower pace while emerging markets see strong growth;
- Credit: Credit spreads rise over the month;
- Nominal Yields: Gilt curve shifts up considerably;
- Inflation: CPI inflation increases to the highest level since the late 2014;
- Real Yields: Real yields increase at longer durations;
- Comment: Active fund manager selection - focus on what really matters.