Market Monitor – 8 March 2024
Global stock markets largely made steady gains this week as central banks remain on course to start relaxing monetary policy in the next few months.
European smaller companies
Inflation is falling, interest rates are peaking, and corporate earnings are growing – making small cap valuations attractive.
Market Monitor – 1 March 2024
Global stock markets this week consolidated recent gains to round off a positive month as hopes of imminent interest rate cuts grow.
Unknown pleasures: a new era for equity investors
With the biggest tightening in monetary policy since the 1980s, it’s all change for economies, markets and investors.
India’s digital revolution offers more opportunities for investors
The country is in a structural growth cycle, with a focus on reform, infrastructure investment and manufacturing. Alongside favourable demographics, it’s making India an easier country in which to do business.
Market Monitor – 23 February 2024
Stock markets around the world enjoyed a buoyant week as investors focused on the potential for technological advances to drive growth, regardless of wider macroeconomic conditions.
Market Monitor – 16 February 2024
Global stock markets edged ahead during a turbulent week marked by the publication of contrasting economic data.
Global Sustainable Outcomes Q4 2023
From an AI explosion to excitement around obesity treatments, there were a number of structural investment themes that supported stronger-than-expected earnings growth across several holdings within the CT Sustainable Outcomes Global Equity strategy.
All eyes on quality defensives
Equity markets have rallied, inflation is falling, interest rates are peaking, and 2024 rate cuts are already priced into markets.
Market Monitor – 9 February 2024
Global stock markets had a largely positive week despite the latest indications that central bank interest rate cuts remain some way off.
