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
Central banks
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Graph
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Article
Weekly Market Update – Just...
If you were on holiday in the first half of August, you would have returned to find global equities almost…
20/08/24
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Article
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
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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 – 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…
16/07/24