Pep talk…the parallels between football and fund management!
Head of UK equities, Richard Colwell, on trusting in your process, why a valuation and sell discipline is key, and why he loves a 4-4-2
Market Monitor – 23 September 2022
Stock markets around the world have extended their September losses as the latest round of interest rate rises appears to have increased the likelihood of a global economic slowdown.
UK equities: winter of discontent?!
Despite the macro headwinds and cost-of-living crisis facing the country, “UK plc” is in better shape than it is given credit for, and as long-term investors we will continue to concentrate on company fundamentals and not just the next six months
Market Monitor – 12 August 2022
The possibility that inflation may have peaked in the world’s largest economy provided a major boost to global stock markets this week.
Market Monitor – 5 August 2022
Global stock markets have managed to hold on to last week’s gains despite another central bank interest-rate increase, gloomy economic data and growing political tension between the United States and China.
Market Monitor – 29 July 2022
Stock markets around the world have enjoyed a largely positive week despite another large interest-rate increase by the US Federal Reserve (Fed) and signs that the American economy may be in a recession.
CIO outlook: market conditions, fixed income and equities, commodities and real assets
Our Global CIO on market conditions, fixed income and equities, commodities and real assets
CIO outlook: net zero, asset allocation, corporate profits and the tech sector
Our Global CIO on Global CIO, on net zero, asset allocation, corporate profits and the tech sector
CIO outlook: global markets, Ukraine, recession fears and supply chains
Our Global CIO talks global markets, Ukraine, recession fears and supply chains
Market Monitor – 22 July 2022
Global stock markets have clawed back some of their recent losses as falls in commodity prices and a resumption of Russian gas supplies to Europe combined to reduce the threat of runaway inflation.
