One less uncertainty for investors...
When, on 5 November, the previous – 35-day – record for a US government shutdown during Donald Trump’s first term…
13/11/25
Equity
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Article
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Podcast
Getting the best out of...
Investing in European stocks on the basis of quality-focused criteria has gone through a rough patch, but as Carmine De…
12/11/25
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Podcast
Tailwinds for emerging markets include...
Emerging market equities have overcome the initial fallout from US tariffs on imported goods, thanks, in part, to resilient demand…
05/11/25
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Graph
Graph of the Week –...
The latest earnings reporting season has started out well, with a particularly high number of US companies raising their guidance…
30/10/25
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Podcast
Talking Heads – What are...
Key themes in global equity markets besides artificial intelligence currently include renewable energy to power datacentres, defence, which is going…
29/10/25
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Article
Happy holidays?
The fourth quarter of the year has historically seen the best performance, at least for US and emerging market equities.…
29/10/25