U.S. equities finished lower in August as the S&P 500 and Nasdaq-100 Indices posted their first monthly declines since February. The “Magnificent Seven,” responsible for over 75% of the Nasdaq 100 gains in 2023 through July, saw mixed results for the month…
Paul Summers recounts why he’s keen on increasing his stake in Scottish Mortgage shares, despite the last two years or so having been tough for current share owners.
A recording of the Nomura Client Presentation, presented on 10 August 2023
Market sentiment remained positive in July, buoyed by a drop in developed market inflation and resilient GDP data. This raised hopes for a soft landing and supported a broad rally across most asset classes and regions.
Global financial markets performed well in June 2023 as the disinflation trend continued in many parts of the globe due to the easing of food and commodity prices. Furthermore, market sentiment was supported by the optimism of central banks…
In the US, the debt ceiling impasse between Democrats and Republicans generated headlines over May. Despite the drama, equities were relatively resilient with the S&P 500 rising by 0.4% (USD). By month-end the VIX Index…
Volatility significantly decreased for April, as the S&P 500 posted a 1.46% (USD) gain for the month and 8,59% (USD) for the year. On a total return basis, mega and large caps sharply outperformed small and micro caps…
March was a volatile month for global markets as the Federal Reserve’s now 13-month rate hike cycle contributed to stresses in the banking system resulting in the closing of three regional banks…
This article by Fundsmith’s CIO, Terry Smith, that was published in the Financial Times.
Global stocks retreated in February as the market re-evaluated the decreasing speed of inflation, and therefore the need for the (Fed) FOMC to continue to increase interest rates and the time it needed to keep them higher…
