Is there room for tentative optimism?
Is there room for tentative optimism?
The S&P 500 has just capped its longest winning streak in over a century, encouraged by better data on inflation, ec... Read more
2 Aug 2023
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18mins
Breaking the bad news cycle
Breaking the bad news cycle
With the S&P 500 up 20% since October 2022, another bull market has begun. To date, it has been led by a narrow grou... Read more
4 Jul 2023
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9mins
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Why the technology sector is defying its critics
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Interest rates and the gold price
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Financial markets have been dominated by the fallout from the banking sector turmoil in March. The problems at Silicon V... Read more
6 Apr 2023
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Can the global economy avoid a hard landing?
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Mixed messages dampen investor enthusiasm
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Global economic data is delivering some mixed messages on the outlook for the year ahead. There are encouraging signs on... Read more
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Equity markets make a bullish start to 2023
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A bear market rally, or the start of a new bull run?
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There’s been a meaningful rally in equity markets since mid-October, fuelled by hopes that inflationary pressures are mo... Read more
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Things can only get better?
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