IT WAS ALL GOING SO WELL! The markets moved from a warm summer’s day straight into autumn! Equity markets had been rising for much of […]
Graduate Market Update
The big themes of the year have been: A gradual fall in inflation towards Central Banks’ 2% target but in most cases, inflation remaining stubbornly […]
Graduate Market Update
In some ways there has been one simple theme running through global financial markets over the last 6 months: Markets have been totally focussed on […]
Graduate Market Update
US stocks cap global market rally Rate-cutting signals from central banks spark hopes of more sustainable gains for shares STOCKS: US stocks recorded their biggest […]
Graduate Market Update
We finished 2023 with a very strong 2-month rally in stocks and bond indices/prices as investors bet that big central banks have finished raising interest […]
Graduate Market Update
2-month rally drives stock and bond indices Investors bet on rate cuts UK lags behind US and Europe Global stock markets recorded their strongest year […]
Graduate Market Update
Investors are piling into risky assets in the growing belief that the Federal Reserve and other major central banks are close to winning their battle […]
Graduate Market Update
US: The US Federal Reserve (the ‘Fed’) is widely expected to leave interest rates steady this week when it meets at its regular 6-weekly meeting. […]
Where would you invest USD 1 Million today?
A common question especially in Asset Management interviews In thinking on where to invest $1 million I first think about what a typical investor portfolio […]
Graduate Market Update
Higher (US Interest Rates) For Longer! Inflation, and therefore the associated movement in interest rates, remains the key driver for markets as it has all […]