Market Monitor – 11 November 2022
Signs that inflation in the world’s biggest economy may have reached a peak sent global share prices soaring this week as investors hoped the pace of interest rate rises could soon start to slow.
Market Monitor – 4 November 2022
Global stock markets have begun November in a downbeat mood as hopes that central banks might soon start slowing the pace of interest rate rises have been dashed.
Market Monitor – 28 October 2022
Stock markets around the world maintained their recent momentum and made steady gains this week, despite a number of headwinds.
Market Monitor – 24 October 2022
Global stock markets clawed back some of their recent losses this week, on hopes that central banks may not need to raise rates as quickly as previously feared.
The power of historical context
Are we really living in abnormally volatile times? Is the negative sentiment in markets extreme or warranted? Investment Trusts.
Market Monitor – 7 October 2022
Global stock markets clawed back some of their recent losses this week, on hopes that central banks may not need to raise rates as quickly as previously feared.
Pep talk…the parallels between football and fund management!
Head of UK equities, Richard Colwell, on trusting in your process, why a valuation and sell discipline is key, and why he loves a 4-4-2
An unusual backdrop
With a war in Ukraine, talk of energy rationing in Europe, surging global inflation and lingering Covid lockdowns in China, there is a lot to ponder as a portfolio manager today.
Market Monitor – 23 September 2022
Stock markets around the world have extended their September losses as the latest round of interest rate rises appears to have increased the likelihood of a global economic slowdown.
UK equities: winter of discontent?!
Despite the macro headwinds and cost-of-living crisis facing the country, “UK plc” is in better shape than it is given credit for, and as long-term investors we will continue to concentrate on company fundamentals and not just the next six months
