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.
Retaining a focus on fundamentalsÂ
Why the portfolio selects companies that are not yet delivering a high yield but which have the potential to do so, alongside achieving capital growth.
European smaller companies
Inflation is falling, interest rates are peaking, and corporate earnings are growing – making small cap valuations attractive.
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.
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
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
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.
A pivotal year is impending Â
As more than 70 countries go to the polls, the march of AI gathers momentum and interest rates, finally, come down, 2024 heralds a pivotal year.
Market Monitor – 16 February 2024
Global stock markets edged ahead during a turbulent week marked by the publication of contrasting economic data.
Global Sustainable Outcomes Q4 2023
From an AI explosion to excitement around obesity treatments, there were a number of structural investment themes that supported stronger-than-expected earnings growth across several holdings within the CT Sustainable Outcomes Global Equity strategy.
