Equity Outlook - Defying gravity
The US economy enters 2025 in a strong position, with above-trend growth, but also above-target inflation. This combination, while positive…
14/01/25
Macroeconomics
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Article
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Graph
Graph of the Week –...
European companies have historically looked to China, the world’s second-largest economy and (still) boasting growth rate far above those of…
13/01/25
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Video
Investment Outlook – Finding opportunities...
Already early into the new year, it is becoming clear that ‘looking for opportunities as markets shift’ and ‘dealing with…
13/01/25
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Article
Weekly Market Update – Coal...
Investors may have been disappointed by the performance of equity markets at the end of December, but in our view…
07/01/25
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Podcast
Talking Heads – Where might...
Will the expression “May you live in interesting times” apply to 2025? How many ‘tugs of war’ will investors face?…
07/01/25
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Article
Weekly Market Update – The...
Markets are oscillating between a ‘soft landing’ and a ‘no landing’ outlook for the US economy, but recent equity returns…
18/12/24