Markets continued to follow a trend that has been in place for a few months now, as the main US market
moved sideways, yet we saw mid- and small-sized company indices perform well. Both have now delivered around 8% returns year to date versus the main market’s nearly flat performance. This broadening out of returns away from technology stocks and the previously dominant AI theme in the US has been reflected elsewhere. We saw Japan continuing its advance post the election and the UK’s FTSE 100 closing in on the 11000 level. However, it was other markets in Asia that stole the show with Taiwan, Thailand and Kore delivering double-digit returns, with the latter now up over 50% year to date.
Find out more below.