Market Monitor – 9 June 2023
Global stock markets lacked direction this week after the rally in the wake of the US debt-ceiling deal fizzled out.
UK equities: the song remains the same
Despite the cost-of-living crisis we believe the gloom overhanging the UK economy is overdone
Market Monitor – 2 June 2023
Global stock markets managed to recover some of their early-week losses on Thursday.
Does diversification still make sense?
US tech related stocks is creating a conundrum for managers with a remit to build diversified portfolios. But could AI be its saviour also?
Market Monitor – 26 May 2023
Optimism about the possibility of a deal to raise the United States government debt ceiling has fizzled out, leading to renewed losses on global stock markets in recent days.
Market Monitor – 19 May 2023
Global stock markets recovered some of their recent losses after US politicians reassured investors that a deal to raise the government debt ceiling was close to being settled.
Market Monitor – 12 May 2023
Global stock markets have extended their recent losses this week due to renewed concerns about financial sector stability and a fresh round of lacklustre economic data.
Market Monitor – 5 May 2023
It has been a nervous week for global stock markets as fears about the resilience of the financial sector re-emerged.
Patience pays when it’s difficult to keep faith
The recent bouts of volatility have allowed us to acquire some great businesses with the sort of simple/streamlined operations that we like.
Market Monitor – 28 April 2023
Global stock markets have struggled to make significant headway this week, although early losses were recovered to some extent – thanks to a rally on Thursday.
