Weekly Market Update – Linking...
The US Federal Reserve’s chunky 50bp interest rate cut will likely lead funds to flow from ‘safe’ assets such as…
30/09/24
Equity
-
Article
-
Podcast
Talking Heads - Opportunities in...
Technological innovation and scientific progress are driving advances in healthcare, creating opportunities for discerning investors to identify and capitalise on…
25/09/24
-
Podcast
Talking Heads - Our 2024...
How and why are investors using thematic investment strategies? To answer this question we have just published our third research…
23/09/24
-
Article
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
-
Article
Black Monday, 5 August 2024...
One month on from the latest ‘Black Monday’, 5 August, investors might wonder whether the lessons from previous market shocks…
04/09/24
-
Graph
Graph of the Week –...
For all the volatility in equity markets this summer, the outlook for economic growth and company earnings has changed relatively…
30/08/24