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17 January 2025
Equity
Investment Content Manager
Market Monitor – 17 January 2025
Market Monitor – 17 January 2025
Global stock markets made solid progress this week as signs of slowing inflation in both the United States and UK rekindled hopes of further interest rate cuts.
17 January 2025
Equity
Equity, Global Equity
Head of Global Equities
A racing certainty - can big tech beat the odds again?
A racing certainty - can big tech beat the odds again?
Bumper earnings have seen big US tech names dominate equity returns. What are their prospects from here and will the rest of the market begin to close the gap?
17 January 2025
Multi-Asset
Investment Manager
Multi-Manager Perspectives: Inflation in the UK is lower than in the USA, but the narrative in markets reflects a very different story…
Multi-Manager Perspectives: Inflation in the UK is lower than in the USA, but the narrative in markets reflects a very different story…
It’s been a rocky ride in government bond markets so far in 2025 and the start of the week saw yields rising further before improving inflation data in the US and UK calmed nerves.