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
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Article
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Article
Monthly Market Viewpoint – A...
The prospect of lower policy rates at the US Federal Reserve has given a fresh wind to equity markets. Most…
05/09/24
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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
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Article
Weekly Market Update – The...
Financial markets are pricing in a cycle of widespread interest rate cuts. November’s US presidential election is now becoming the…
02/09/24
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Graph of the Week –...
An unexpected rise in July’s US unemployment rate was one trigger for the market turmoil in early August. It turned…
23/08/24
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Article
What would be the impact...
Irrespective of who wins the presidential election, it looks certain that the next US government will maintain a protectionist stance…
21/08/24