Views & News

Hopes of a peak in interest rates are supporting strong returns in UK equities

Inflation under control, positive economic growth, valuations at half their long-term

Given four good reasons to be cautious on China, and only one positive, the walk back to a turn in the equity market may be long one

Until recently, the consensus was that China would decouple economically from the developed world. Now we know the separation is not economic but ideological...

As the UK recovers from the controversial Mini Budget, operational performance remains strong, with more forecasts being exceeded than missed 

A look at the drivers and opportunities in global equities

A growth plan ... but one based on established businesses with balance sheets to withstand a storm

Markets are overwhelmed with macro, especially the return of 'real' interest rates, while ignoring company fundamentals

In 2022, the impact of the strong dollar has been very different to what history suggests

Despite pressure on UK confidence, there remain many excellent companies trading at historically high yields.