Market Monitor – 16 December 2022
Stock markets around the world extended their recent losses this week after central bankers indicated their current programme of monetary policy tightening would extend well into 2023.
Market Monitor – 9 December 2022
Global stock markets have given up some of their recent gains this week due to increasing worries about inflation and declining growth.
Market Monitor – 2 December 2022
Stock markets around the world have had a volatile if generally positive week.
Market Monitor – 25 November 2022
Global stock markets have given up some of their recent gains this week as concerns about slowing growth returned.
Market Monitor – 18 November 2022
Global stock markets have given up some of their recent gains this week as concerns about slowing growth returned.
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
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
UK small and mid-cap: for the rebound and beyond
Portfolio managers Craig Adey and James Thorne discuss how UK small and mid-caps have historically outperformed significantly following a cyclical trough, and the opportunity this presents in the future as investors in this space.
Investment team updates – Market updates 1 April 2022
Latest news from around the investment desks.
Solutions Enhanced: Capital Market Assumptions 2022 Making a transition
The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.
