The Good, the Bad and the UK Stock Market

Sunset view of London Stock Exchange

After an exceptional 2022 the UK stock market reverted to type, underperforming in 2023. With money continuing to disappear from the market, two potential catalysts for change have emerged.

Market Monitor – 22 March 2024

Share prices on phone

Global stock markets enjoyed another stellar week as central banks remain on track to start cutting interest rates in the coming months.

Japan: we’re more convinced than ever

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Investors are increasingly turning their attention to Japan. We spent two weeks there and met dozens of companies. But which businesses look best placed?

China: bottom-up opportunity as the macro picture slowly improves

Man wearing high visibility jacket with clipboard checking industrial stock

While the top-down story has challenges, the notion that China is ‘uninvestable’ is in our view misinformed. We believe company-specific opportunities can be found by looking at trade, value for money and capital return.

Market Monitor – 15 March 2024

Large outdoor screen displaying share prices

Global stock markets enjoyed another largely positive week despite concerns that sticky inflation could lead to delays in interest rate cuts.

Market Monitor – 8 March 2024

Market Analyze with Digital Monitor focus on tip of finger

Global stock markets largely made steady gains this week as central banks remain on course to start relaxing monetary policy in the next few months.

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

Jakarta skyline

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

Charts on screen

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

Share prices on phone

Global stock markets edged ahead during a turbulent week marked by the publication of contrasting economic data.