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.
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
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
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.
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.
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.
