In this Capital Markets Update, Chris Arcari shares the latest trends in the market.

The fourth quarter brought resilient data on economic activity, a peak in headline inflation, reduced risk of European energy rationing and China’s economic re-opening. This eased concerns about the downside risks to global growth this year.

Global equities rallied strongly from their October low, credit spreads tightened significantly, and the dollar fell sharply from its peak early in the fourth quarter.

Read our full publication where we share the latest trends on: 

• Global themes
• Government bonds
• Credit
• Equities
• Property

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If you have any questions on anything covered in this publication, please get in touch.