2025 Equity Outlook: Will lower rates and strong earnings be enough to keep markets up?
Going into 2025, strong company fundamentals and trends in innovation could be outweighed by increased geopolitical risk and policy uncertainty.
Market Monitor – 15 November 2024
Stock markets around the world enjoyed contrasting fortunes this week, with Donald Trump’s success in the US presidential race threatening to create fault lines in the global economy.
European reform must wait as the US continues to advance
The continent is struggling with competitiveness and needs to cut interest rates faster – but even that may not be enough.
CT SDG Engagement Global Equity Strategy
Download our Engagement Progress Report to discover deep analysis of our recent engagement and related outcomes.
Market Monitor – 8 November 2024
Donald Trump’s unexpectedly decisive victory in the US presidential election provided a boost for global stock markets, with share prices in America rising to record highs.
WD-40, the graveyard cabinet and a hunt for special smaller companies
I spend about nine weeks a year in a rental car looking for companies all over the world, discovering their products, operations and customers. Here’s what I’m looking for.
Market Monitor – 25 October 2024
Global stock markets endured a difficult week as concerns about rising geopolitical instability and an uncertain outlook for world trade came to the fore.
Market Monitor – 18 October 2024
Global stock markets had a largely positive week as a result of solid economic data, upbeat corporate earnings statements and further falls in oil prices.
Market Monitor – 11 October 2024
Global stock markets performed sluggishly this week as fears of a full-scale conflict between Israel and Iran grew.
Five quality growth stocks with potential in all weathers
From US railroads to e-commerce platforms. We highlight five diverse businesses with one thing in common – strong competitive advantages.
