Market Monitor – 5 May 2023
It has been a nervous week for global stock markets as fears about the resilience of the financial sector re-emerged.
Market Monitor – 28 April 2023
Global stock markets have struggled to make significant headway this week, although early losses were recovered to some extent – thanks to a rally on Thursday.
Berkshire Hathaway ups the ante on Japan
Why we’re excited about the opportunity set of inexpensive quality businesses in Japan – and Warren Buffet is too
Market Monitor – 21 April 2023
Global stock markets have experienced a mixed week as economic concerns and downbeat company trading statements have acted to limit gains.
Market Monitor – 14 April 2023
Global stock markets have extended their recent gains, thanks to new evidence that inflation is regressing.
Market Monitor – 31 March 2023
Global stock markets have made a strong recovery from the banking sector jitters that caused steep share-price falls at the end of last week.
What does a higher inflation world mean for dividends?
Heightened inflation will make it more complicated to identify sustainable dividend growers.
Market Monitor – 24 March 2023
Calm has returned to global stock markets in recent days as concerns about the fallout from the failure of two major banks receded.
Market Monitor – 17 March 2023
Global stock markets have endured a highly turbulent week after fears of a new banking crisis emerged.
Identifying key sustainable themes for 2023 and beyond
The desire for energy security coupled with decarbonisation means there is now a sense of urgency around a green transition.
