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
Equity
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Podcast
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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
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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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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
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Article
Weekly Market Update – Summer...
The recovery from the summer sell-off in equity markets continues as recent growth data has remained positive and the US…
27/08/24
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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