Talking Heads – Where might...
Will the expression “May you live in interesting times” apply to 2025? How many ‘tugs of war’ will investors face?…
07/01/25
US
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Podcast
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Graph
Graph of the Week –...
When it comes to equities, it’s (mostly) all about earnings, earnings, earnings. For several markets, little has changed in…
19/12/24
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Article
Weekly Market Update – The...
Markets are oscillating between a ‘soft landing’ and a ‘no landing’ outlook for the US economy, but recent equity returns…
18/12/24
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Article
The case for US growth...
We expect large growth stocks to continue to outperform other asset classes and the broader US equity market, even as…
12/12/24
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Graph
Graph of the Week –...
US labour productivity has improved further amid moderating price pressures and a normalising labour market, underpinning investor expectations of more…
06/12/24
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Article
Weekly Market Update – Rate-cut...
Although the incoming Trump administration has set adrift a raft of uncertainties for markets, recent economic data and policy signals…
03/12/24