Market Monitor – 23 August 2024
Global stock markets managed to cling on to their recent gains, continuing their recovery from an early-August slump. This was due to growing certainty that the US Federal Reserve will cut interest rates in the next month.
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On pause: the one-way certainty of the market is over … for now
The macroeconomic backdrop is changing, or at least uncertain. This could shift the pricing of risk assets, but it won’t change what we do, which is look for stronger competitively advantaged businesses that fit our quality growth philosophy.
Market Monitor – 2 August 2024
Global stock markets have had another turbulent week as investors weigh up the potential benefits of lower interest rates against growing signs of weakness in the world economy.
Market Monitor – 26 July 2024
Global stock markets have endured another challenging week as doubts about artificial intelligence’s capacity to drive growth have sparked further losses among the world’s largest technology firms.
Market Monitor – 19 July 2024
Global stock markets had a difficult week, with technology stocks in particular giving up some of their recent gains.
Market Monitor – 12 July 2024
Global stock markets had a difficult week, with technology stocks in particular giving up some of their recent gains.
Market Monitor – 5 July 2024
Global stock markets surged ahead this week as the prospect of an interest rate cut in the United States grows ever closer.
Market Monitor – 28 June 2024
Global stock markets had a mixed week as investors wait for vital inflation data in the United States and the results of national elections in Europe.
Equity outlook: High valuations and higher-for-longer rates
Despite some short-term concerns, we see opportunities in stocks around the globe.
