Unknown pleasures: a new era for equity investors
With the biggest tightening in monetary policy since the 1980s, it’s all change for economies, markets and investors.
India’s digital revolution offers more opportunities for investors
The country is in a structural growth cycle, with a focus on reform, infrastructure investment and manufacturing. Alongside favourable demographics, it’s making India an easier country in which to do business.
Market Monitor – 23 February 2024
Stock markets around the world enjoyed a buoyant week as investors focused on the potential for technological advances to drive growth, regardless of wider macroeconomic conditions.
Market Monitor – 16 February 2024
Global stock markets edged ahead during a turbulent week marked by the publication of contrasting economic data.
All eyes on quality defensives
Equity markets have rallied, inflation is falling, interest rates are peaking, and 2024 rate cuts are already priced into markets.
Market Monitor – 9 February 2024
Global stock markets had a largely positive week despite the latest indications that central bank interest rate cuts remain some way off.
Small wonder: the case for global small cap
We believe the small cap market offers exposure to quality global companies with diverse earnings drivers and potential for resilience, regardless of the the macroeconomic backdrop.
Market Monitor – 2 February 2024
Global stock markets had a mixed week as central banks continue to dampen hopes of early interest rate cuts in 2024.
Japan’s decade of sustained momentum: is it here to stay?
We believe several catalysts are creating a paradigm change in the country: the shift from deflation to inflation, corporate governance reform and increased domestic flows.
Market Monitor – 26 January 2024
Global stock markets have shaken off their January blues this week and made solid gains, as investors welcomed positive economic data and upbeat company earnings reports.