Market Monitor – 16 June 2023
Global stock markets made solid gains this week after policymakers in the United States decided to temporarily halt their recent run of interest rate rises.
European growth has dipped, but a US recession is only postponed
Despite a technical recession, there are many positives for Europe.
Can equities survive the fight against inflation?
Interest rates look set to be higher for longer – we assess the impact on economies and markets.
Market Monitor – 9 June 2023
Global stock markets lacked direction this week after the rally in the wake of the US debt-ceiling deal fizzled out.
UK equities: the song remains the same
Despite the cost-of-living crisis we believe the gloom overhanging the UK economy is overdone
Market Monitor – 2 June 2023
Global stock markets managed to recover some of their early-week losses on Thursday.
Market Monitor – 26 May 2023
Optimism about the possibility of a deal to raise the United States government debt ceiling has fizzled out, leading to renewed losses on global stock markets in recent days.
Market Monitor – 19 May 2023
Global stock markets recovered some of their recent losses after US politicians reassured investors that a deal to raise the government debt ceiling was close to being settled.
Market Monitor – 12 May 2023
Global stock markets have extended their recent losses this week due to renewed concerns about financial sector stability and a fresh round of lacklustre economic data.
Play the AI boom through chips and shovels
Artificial Intelligence is set to be among the defining technologies of the next decade. What’s the best way to tap-into this theme from an investment perspective?
