News & Insights

Euphoric US stock market reached new all time high - S&P 500 tops 5,000 mark: February 2024 Market Commentary

The start of the year saw economic growth steadying, suggesting a serious recession may be circumvented across key global markets, with growth maintaining a positive trajectory: the U.S. at +3.1%, Europe at a modest +0.1%, and China at +5.2%.

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Navigating Shifting Global Markets in 2024, Risks and Opportunities: January 2024 Market Commentary

We anticipate the current post-Covid economic cycle to end this year in a so-called “soft economic landing”. While volatility may be seen in stocks and currencies, we believe the equity market will eventually reflect the onset of a new bullish economic cycle commencing from 2025, particularly in response to central banks' rate cuts in 2024.

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Stocks, Bonds & Gold climb as global inflation declines: December 2023 Market Commentary

Equities, bonds, and gold rose sharply in November, while major currencies appreciated against the US dollar. As inflation is moderating in the US (down to 3.2%) and Europe (down to 2.4%), the US Federal Reserve and the European Central Bank (ECB) no longer need to maintain high interest rates to slow the economy and thus tame inflation. The two central banks are expected to start cutting their key interest rate (currently 5.33% for the effective Fed funds rate and 4.50% for the ECB euro deposit rate) around mid-2024

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Inflection point: The cost of US debt reached an unsustainable US$1 trillion per year: November 2023 Market Commentary

The global equity and bond markets sold off in October, due to the disruption caused by the Israel-Palestinian war, the heterogeneous earning season and the globally higher interest rate environment that is likely to last till late 2024.

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SystematicEdge Interview with WealthBriefingAsia

As 2023 winners of the Hong Kong based EAM awards, SystematicEdge is interviewed by WealthBriefingAsia about what has made our firm successful; from our philosophy to our expert team and of course our Systematic EDGE.

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SystematicEdge wins WEALTHBRIEFINGASIA EAM Award

We are pleased to announce that SystematicEdge Limited has been selected as a winner in the ‘Based in Hong Kong’ category at The WealthBriefingAsia External Asset Management Awards 2023.

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