
What’s Hot
· AI drove a chunky return in the tech sector
· The other four sectors had two drivers…
· One driver was AI, where Korea and Taiwan have huge index exposures
· Second driver was a falling back of the oil price, where most Asian economies import oil
What’s Not
· LatAm suffered as it suffers when commodities slip, not just oil
· Beyond that, stock markets were steady, and all sectors positive
What's Hot
Name | Last Month's Performance % |
|---|
Technology & Technology Innovation | 13.62 |
Asia Pacific Excluding Japan | 10.08 |
Global Emerging Markets | 9.03 |
Asia Pacific Including Japan | 6.94 |
Japan | 5.67 |
What's Not
Name | Last Month's Performance % |
|---|
Latin America | -1.97 |
Short Term Money Market | 0.24 |
Standard Money Market | 0.30 |
Global Inflation Linked Bond | 0.42 |
Sterling High Yield | 0.53 |