Market Monitor – 14 July 2023
The news that inflation is falling more sharply than expected in the world’s biggest economy has cheered investors and driven global stock markets sharply higher this week.
Market Monitor – 7 July 2023
Global stock markets have endured a turbulent week with fears of further sharp increases in interest rates sparking sell-offs on indexes in Europe and the United States.
25 years and counting: European Smaller Companies
How small cap investing has evolved in Europe over the past two-and-a-half decades, where we see it going, and why the region remains a goldmine for good ideas.
An eye to the medium term and the value of active management
Against the difficult backdrop of high inflation and rising interest rates, the portfolio manager discusses some new entrants and disposals from the portfolio.
Market Monitor – 30 June 2023
Global stock markets have made solid progress this week despite the latest positive economic data increasing the likelihood of further interest rate rises in the months ahead.
Market Monitor – 23 June 2023
A lack of positive news has resulted in widespread decline on global stock markets this week, with concerns about slowing growth and the possibility of further interest rate rises to the fore.
Indonesia – unlocking the potential
Previously vulnerable to the commodity cycle, Indonesia has witnessed an impressive resurgence with improved macroeconomic performance and attractive investment opportunities.
Market Monitor – 16 June 2023
Global stock markets made solid gains this week after policymakers in the United States decided to temporarily halt their recent run of interest rate rises.
European growth has dipped, but a US recession is only postponed
Despite a technical recession, there are many positives for Europe.
Can equities survive the fight against inflation?
Interest rates look set to be higher for longer – we assess the impact on economies and markets.
