Market Monitor – 19 May 2023
Global stock markets recovered some of their recent losses after US politicians reassured investors that a deal to raise the government debt ceiling was close to being settled.
Market Monitor – 12 May 2023
Global stock markets have extended their recent losses this week due to renewed concerns about financial sector stability and a fresh round of lacklustre economic data.
Market Monitor – 5 May 2023
It has been a nervous week for global stock markets as fears about the resilience of the financial sector re-emerged.
Market Monitor – 28 April 2023
Global stock markets have struggled to make significant headway this week, although early losses were recovered to some extent – thanks to a rally on Thursday.
Berkshire Hathaway ups the ante on Japan
Why we’re excited about the opportunity set of inexpensive quality businesses in Japan – and Warren Buffet is too
Market Monitor – 21 April 2023
Global stock markets have experienced a mixed week as economic concerns and downbeat company trading statements have acted to limit gains.
Play the AI boom through chips and shovels
Artificial Intelligence is set to be among the defining technologies of the next decade. What’s the best way to tap-into this theme from an investment perspective?
Market Monitor – 14 April 2023
Global stock markets have extended their recent gains, thanks to new evidence that inflation is regressing.
Market Monitor – 31 March 2023
Global stock markets have made a strong recovery from the banking sector jitters that caused steep share-price falls at the end of last week.
What does a higher inflation world mean for dividends?
Heightened inflation will make it more complicated to identify sustainable dividend growers.
