European smaller companies outlook
Valuations are increasingly attractive, supporting the case for renewed outperformance of small cap stocks.
‘Higher for longer’ rates will curb inflation, so quality is the way to go
Interest rates are at or close to a peak, but will remain higher for longer. Recession in the US remains likely, much more so than in Europe. We think European equities may once again outperform the US.
Market Monitor – 3 November 2023
Signs that interest rates in the US and Europe have reached a definitive peak sent global stock markets surging this week following a grim October.
Market Monitor – 20 October 2023
Global stock markets endured another week of volatility and decline as fears about the potential impact of the intensifying conflict in the Middle East grew.
Market Monitor – 13 October 2023
Global stock markets had a positive week despite the escalating conflict in the Middle East and recent data highlighting sticky inflation in the United States.
Market Monitor – 6 October 2023
A new month has done little to brighten investors’ mood, with fears of a prolonged period of high interest rates continuing to weigh on sentiment in global markets.
Market Monitor – 29 September 2023
Global stock markets suffered further losses this week, and September looks set to be one of the weakest performing months of 2023.
Market Monitor – 22 September 2023
Fears that interest rates will remain at higher levels for longer than previously expected have sparked losses on global stock markets.
Market Monitor – 15 September 2023
Global stock markets have made steady progress this week on hopes that central banks are near the end of their interest rate raising programmes.
Market Monitor – 8 September 2023
After a positive start to the month, global stock markets lost ground this week on fears that rising oil prices could increase inflationary pressures and lead to further hikes in interest rates.
