Market Monitor – 31 January 2025
Global stock markets experienced a highly volatile week as investor exuberance over the potential of artificial intelligence (AI) hit its first major stumbling block.
Market Monitor – 24 January 2025
Global stock markets made impressive gains this week on signs that President Donald Trump’s approach to international trade may be less draconian than previously feared.
Market Monitor – 17 January 2025
Global stock markets made solid progress this week as signs of slowing inflation in both the United States and UK rekindled hopes of further interest rate cuts.
A racing certainty – can big tech beat the odds again?
Bumper earnings have seen big US tech names dominate equity returns. What are their prospects from here and will the rest of the market begin to close the gap?
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.
