Equity outlook: High valuations and higher-for-longer rates
Despite some short-term concerns, we see opportunities in stocks around the globe.
Water in crisis – searching for solutions
With too much, too little or too toxic water the world is facing a water crisis. We explore key issues and challenges before highlighting some of the companies promoting better water management.
Positives for Europe, but the Middle East could be a headache
Inflation is a stubborn problem in the US due to labour shortages, but this is much less of a factor in Europe where activity is dull but likely to recover as the consumer is well supported.
In search of sustainability – following Highway 101
Travelling down the US west coast we met 25 companies in five days. Learn more about the tech and healthcare businesses shaping our future.
The Good, the Bad and the UK Stock Market
After an exceptional 2022 the UK stock market reverted to type, underperforming in 2023. With money continuing to disappear from the market, two potential catalysts for change have emerged.
Japan: we’re more convinced than ever
Investors are increasingly turning their attention to Japan. We spent two weeks there and met dozens of companies. But which businesses look best placed?
China: bottom-up opportunity as the macro picture slowly improves
While the top-down story has challenges, the notion that China is ‘uninvestable’ is in our view misinformed. We believe company-specific opportunities can be found by looking at trade, value for money and capital return.
European smaller companies
Inflation is falling, interest rates are peaking, and corporate earnings are growing – making small cap valuations attractive.
Unknown pleasures: a new era for equity investors
With the biggest tightening in monetary policy since the 1980s, it’s all change for economies, markets and investors.
India’s digital revolution offers more opportunities for investors
The country is in a structural growth cycle, with a focus on reform, infrastructure investment and manufacturing. Alongside favourable demographics, it’s making India an easier country in which to do business.
