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.
Market Monitor – 15 November 2024
Stock markets around the world enjoyed contrasting fortunes this week, with Donald Trump’s success in the US presidential race threatening to create fault lines in the global economy.
European reform must wait as the US continues to advance
The continent is struggling with competitiveness and needs to cut interest rates faster – but even that may not be enough.
CT SDG Engagement Global Equity Strategy
Download our Engagement Progress Report to discover deep analysis of our recent engagement and related outcomes.
Market Monitor – 8 November 2024
Donald Trump’s unexpectedly decisive victory in the US presidential election provided a boost for global stock markets, with share prices in America rising to record highs.
WD-40, the graveyard cabinet and a hunt for special smaller companies
I spend about nine weeks a year in a rental car looking for companies all over the world, discovering their products, operations and customers. Here’s what I’m looking for.
Market Monitor – 25 October 2024
Global stock markets endured a difficult week as concerns about rising geopolitical instability and an uncertain outlook for world trade came to the fore.
