Talking Heads – A more...
While developments in the Chinese economy are not rosy, they are not as bleak as some make them out to…
12/02/24
Equity
-
Podcast
-
Article
Graph of the Week -...
China’s stock market has been one of the worst performing in the world, with the Shanghai Shenzhen CSI 300 dropping…
02/02/24
-
Article
Weekly Market Update – Almost...
With conditions in the US economy almost as good as it gets, markets have dialled back their expectations on the…
25/01/24
-
Article
The case for US small-cap...
Although US small-cap stocks joined the extraordinary rally in the final quarter of 2023, many small caps continue to trade…
24/01/24
-
Article
Graph of the week –...
The rally in markets over the last month has largely been driven by the view of a “soft landing” in…
12/01/24
-
Article
Asset Allocation Monthly – Bonds...
Bond markets rallied sharply in November on the back of falling inflation and weak economic data, markedly benefiting our active…
05/12/23