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
US
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Article
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White paper
What impact do sustainability criteria...
The effect on the performance of an investment portfolio of applying sustainability-based criteria to select stocks remains a topic of…
22/07/24
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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…
16/07/24
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Article
Weekly Market Update – Inflation...
US stock markets have been flying high over the last month on the back of encouraging US inflation news and…
16/07/24
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Article
Why US mortgage-backed securities now?
US mortgage-backed securities (MBS) should benefit from a steepening of the bond yield curve once the US Federal Reserve begins…
15/07/24
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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