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
Macroeconomics
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Article
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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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Article
Weekly Market Update – A...
Tech stocks have suffered over the last few weeks, but there is more to this market movement than just a…
30/07/24
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Article
Weekly Market Update – Rotation...
A major rotation has been underway in US stock markets with small-cap stocks outperforming their large-cap peers. The ongoing earnings…
23/07/24
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Video
Mid-year outlook video – Overweight...
Equities should see further good returns in the second half of 2024, justifying a continuation of our overweight stance, particularly…
17/07/24
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Article
“China needs QE”. Think again
Media reports of Chinese President Xi Jinping’s comments on financial reform, calls for more monetary and fiscal policy coordination and…
11/07/24