Weekly Market Update – From...
What began as a rotation between different sectors in US stock markets degenerated in the last week of July into…
06/08/24
Central banks
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Article
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Article
Weekly Market Update – Rotation...
A major rotation has been underway in US stock markets with small-cap stocks outperforming their large-cap peers. The ongoing earnings…
23/07/24
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Video
Mid-year outlook video – Overweight...
Equities should see further good returns in the second half of 2024, justifying a continuation of our overweight stance, particularly…
17/07/24
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Article
“China needs QE”. Think again
Media reports of Chinese President Xi Jinping’s comments on financial reform, calls for more monetary and fiscal policy coordination and…
11/07/24
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Graph
Graph of the Week –...
The US unemployment rate continues to rise: It stood at 4.1% in June – up from 4% in May, 3.9%…
11/07/24
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Article
Weekly Market Update – Surprises!
The results of the second round of French elections on 7 July offered a surprise in terms of the ranking…
08/07/24