In search of sustainability – following Highway 101
Travelling down the US west coast we met 25 companies in five days. Learn more about the tech and healthcare businesses shaping our future.
Market Monitor – 12 April 2024
Global stock markets have endured another challenging week as a result of signs that policymakers are struggling to keep inflation in check in the United States.
Market Monitor – 5 April 2024
Global stock markets had a difficult week following Easter, with conflicting economic data and further rises in commodity prices creating uncertainty for investors.
The Good, the Bad and the UK Stock Market
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
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
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
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
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
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.
Market Monitor – 1 March 2024
Global stock markets this week consolidated recent gains to round off a positive month as hopes of imminent interest rate cuts grow.