Talking Heads – US small...
After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Investors are…
05/03/25
US
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Podcast
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Video
What makes US large-cap stocks...
US large-cap companies – already a market segment that stands out in terms of capital appreciation in recent years –…
04/03/25
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Graph
Graph of the Week –...
Higher-than-expected inflation data for January has stirred investor concerns over a possible revival of price pressures in the US, but…
28/02/25
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Video
Disruptive technology – A positive...
IT is still a top spending priority for companies across most sectors, setting up a positive outlook for disruptive technology…
24/02/25
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Article
Weekly Market Update – Moving...
The whirlwind of policy announcements on all fronts since US President Donald Trump’s inauguration has left investors grappling with the…
19/02/25
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Video
Now is a great time...
As Geoff Dailey, Head of the US Equities team, explains in this short video, several tailwinds make this moment a…
18/02/25