The substitution effect: AI and the labour market
As investors, we need to know how firms will manage the seismic shift that jobs markets will experience due to generative AI over the next few years and decades.
Market Monitor – 22 December 2023
Despite a couple of wobbles, share prices around the world managed to hold on to their recent gains this week.
Market Monitor – 15 December 2023
Central bankers in the United States gave global stock markets a major boost this week by suggesting they will start to cut interest rates early in the new year.
Market Monitor – 8 December 2023
Global stock markets drifted lower this week as investors await signs from central banks of imminent changes to monetary policy.
Market Monitor – 1 December 2023
Global stock markets ended a strong month on a generally positive note as investors continue to hope that central banks will soon be able to start cutting interest rates.
Market Monitor – 24 November 2023
Global stock markets held on to their recent gains during what by recent standards has been a relatively uneventful week.
With macro risks elevated it’s all about stock selection
There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
Market Monitor – 17 November 2023
Global stock markets have extended their November gains after latest data showed welcome falls in inflation on both sides of the Atlantic.
Balancing uncertainty and optimism
The slowdown we are all expecting keeps being put off, but how severe will it be when it eventually shows up?
Market Monitor – 10 November 2023
Global stock markets enjoyed a largely positive week, although optimism was tempered on Thursday by concerns that continued strength in the American labour market could force the Federal Reserve to tighten monetary policy further.
