Investment Weekly
Chart of the week – Looking back at markets in Q1
Q1 was a good quarter for stocks, but a tougher one for government bonds. Growing animal spirits boosted risk assets, as economic data remained broadly consistent with a soft-landing scenario. Corporate profits came in better-than-expected, while crypto rallied hard, credit spreads moved to multi-year tights, and oil prices rose.
More from this week:
Market Spotlight
- Venturing into Venture Capital
Lens on…
- A growth/value ‘triple top’
- Are markets too hawkish on the Fed outlook?
- The lure of ‘all-in’ credit yields