Market Monitor – 12 August 2022
The possibility that inflation may have peaked in the world’s largest economy provided a major boost to global stock markets this week.
Market Monitor – 5 August 2022
Global stock markets have managed to hold on to last week’s gains despite another central bank interest-rate increase, gloomy economic data and growing political tension between the United States and China.
Market Monitor – 29 July 2022
Stock markets around the world have enjoyed a largely positive week despite another large interest-rate increase by the US Federal Reserve (Fed) and signs that the American economy may be in a recession.
CIO outlook: market conditions, fixed income and equities, commodities and real assets
Our Global CIO on market conditions, fixed income and equities, commodities and real assets
CIO outlook: net zero, asset allocation, corporate profits and the tech sector
Our Global CIO on Global CIO, on net zero, asset allocation, corporate profits and the tech sector
CIO outlook: global markets, Ukraine, recession fears and supply chains
Our Global CIO talks global markets, Ukraine, recession fears and supply chains
Market Monitor – 22 July 2022
Global stock markets have clawed back some of their recent losses as falls in commodity prices and a resumption of Russian gas supplies to Europe combined to reduce the threat of runaway inflation.
A quarter of a century and counting at the helm of an AIC Dividend Hero fund
Julian Cane has been managing CT UK Capital and Income Investment Trust for 25 years
Market Monitor – 15 July 2022
Global stock markets have suffered heavy losses this week due to persistently high inflation and concerns about weak company earnings. With year-on-year price rises in the US hitting a 40-year high of 9.1% in June, the prospect of central bankers in America raising interest rates by a significant amount later this month seems increasingly likely.
UK small and mid-cap: for the rebound and beyond
Portfolio managers Craig Adey and James Thorne discuss how UK small and mid-caps have historically outperformed significantly following a cyclical trough, and the opportunity this presents in the future as investors in this space.
