Talking Heads – European small...
Recent interest rate cuts have added to a constellation that should allow European small-cap stocks to continue to outshine large…
02/10/24
Equity
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Podcast
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Article
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
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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
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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
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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