2025 CEO outlook: Is the US market too good to be true?
As the US prepares for a political changing of the guard, our CEO shares his thoughts on where he sees markets opportunities and the potential risks for investors in 2025.
Market Monitor – 10 January 2025
Global stock markets enjoyed mixed fortunes this week, with investors remaining concerned that central banks may be forced to keep interest rates at or near current levels for longer than expected.
Market Monitor – 20 December 2024
Global stock markets sustained heavy losses this week, with post-US election euphoria evaporating and Christmas cheer in short supply.
Market Monitor – 13 December 2024
Global stock markets had a mixed week as investor focus returned to monetary policy.
It’s a value trap! How research intensity can help reveal genuine recovery stocks
With intangible asset growth increasingly a driver of performance growth, a core research theme for us is ‘human capital’. It’s just one way our Global Fundamental Research Group feeds into our investment process.
Market Monitor – 6 December 2024
Global stock markets have enjoyed a largely positive week, despite political turmoil in Europe and the Far East.
UK equities: don’t believe the doom mongers
While Labour’s first Budget was a surprise in terms of the scale of the fiscal loosening, there remain grounds for cautious optimism about UK equities.
Market Monitor – 29 November 2024
Global stock markets made steady progress this week despite the looming threat of a major dispute between the United States and some of its biggest trading partners.
Market Monitor – 22 November 2024
Global stock markets have had a mixed week, with ongoing optimism about the outlook for the US economy tempered by rising geopolitical tensions.
2025 Equity Outlook: Will lower rates and strong earnings be enough to keep markets up?
Going into 2025, strong company fundamentals and trends in innovation could be outweighed by increased geopolitical risk and policy uncertainty.
