Weekly Market Update – Cautious...
Last month’s first-in-the-cycle US rate cut has not shifted the focus of investors and economists. On the contrary, every word…
22/10/24
Europe
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Article
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Article
Weekly Market Update – US...
The latest data suggests that US inflation is falling, though perhaps not as fast as the US Federal Reserve would…
15/10/24
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Podcast
Talking Heads – European small...
Recent interest rate cuts have added to a constellation that should allow European small-cap stocks to continue to outshine large…
02/10/24
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Graph
Graph of the Week –...
What lessons can we draw from the past about how different asset classes perform during a Fed rate cutting cycle?…
27/09/24
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Graph
Graph of the Week –...
The US Federal Reserve’s decision to start its easing cycle with a 50bp rate cut is a means of insuring…
20/09/24
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Article
Weekly Market Update – How...
With the ECB having eased monetary policy again, the focus is now on the pace of cuts from the US…
17/09/24