Small caps – Attractive valuations...
There are valuation arguments in favour of European, Japanese and US small capitalisation stocks. For different reasons, favourable trends are…
06/09/24
Japan
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Article
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Article
Monthly Market Viewpoint – A...
The prospect of lower policy rates at the US Federal Reserve has given a fresh wind to equity markets. Most…
05/09/24
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Article
Weekly Market Update – After...
A ‘perfect storm’ of concerns over investments in artificial intelligence (AI), the US economy possibly slipping into recession, and an…
12/08/24
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Graph
Graph of the Week –...
Global equities had a volatile start to August. Japanese stocks were at the epicentre of the volatility after a strong…
08/08/24
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Article
Weekly Market Update – From...
What began as a rotation between different sectors in US stock markets degenerated in the last week of July into…
06/08/24
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Graph
Graph of the Week –...
The equity market sell-off over the last two weeks has been characterised as the (temporary) demise of the US ‘Magnificent-7’…
26/07/24