Market Monitor – 15 July 2022
Global stock markets have suffered heavy losses this week due to persistently high inflation and concerns about weak company earnings. With year-on-year price rises in the US hitting a 40-year high of 9.1% in June, the prospect of central bankers in America raising interest rates by a significant amount later this month seems increasingly likely.
UK small and mid-cap: for the rebound and beyond
Portfolio managers Craig Adey and James Thorne discuss how UK small and mid-caps have historically outperformed significantly following a cyclical trough, and the opportunity this presents in the future as investors in this space.
Market Monitor – 17 June 2022
Recent losses have intensified as stock markets around the world endured one of their toughest weeks of the year so far. With investors focusing once again on central bank attempts to curb rampant inflation, this week’s key events were policy decisions from the United States Federal Reserve, the European Central Bank (ECB) and the Bank of England (BoE) – in each case, however, officials offered little in the way of positive news.
Market Monitor – 10 June 2022
The threat of tighter monetary policy and the expectation of further negative economic impacts from the war in Ukraine have driven global share prices lower this week.
Market Monitor – 6 May 2022
The threat of tighter monetary policy and the expectation of further negative economic impacts from the war in Ukraine have driven global share prices lower this week.
Market Monitor – 8 April 2022
The threat of tighter monetary policy and the expectation of further negative economic impacts from the war in Ukraine have driven global share prices lower this week.
Investment team updates – Market updates 1 April 2022
Latest news from around the investment desks.
The digitalisation of everything
Our daily lives are becoming increasingly digitalised. Read our perspective on the opportunities and challenges this profound shift presents to businesses and some of the companies well placed to benefit.
Emerging markets: volatility doesn’t disrupt the process
Following the recent challenging period we felt it prudent to communicate our views. Since the end of Q321 our Emerging Markets Opportunity strategy has experienced volatile performance, coinciding with considerable market volatility. We have made mistakes and we feel the market is making mistakes too.
Market Monitor – 25 March 2022
Global stock markets have enjoyed a more or less positive week as investors have once again been happy to focus on whatever good news they can find.
