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Q2 2024
HOUSE REPORT STAYING THE COURSE
Investors have experienced a positive first quarter of the year, with markets reaching new highs against a backdrop in which economic and market traffic lights have increasingly turned green.
While this will likely continue to support global equity markets, quality and focus will be key going forward.
Guy Monson, our Chief Market Strategist, sets out what investors should focus on.
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Six minute strategy - Mixed messages
Progress on fighting inflation appears to have stalled. But at the same time, new data reveals that US growth has been substantially weaker than expected. Should this fundamentally change our investment position? Join Guy Monson, Chief Market Strategist, as he discusses how investors should react to the US’s...
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Equinor and Norway: can they turn Paris promises into action?
On May 14, shareholders in Norwegian oil and gas major Equinor will be given a vote on whether the company should increase the pace of its low-carbon transition. The shareholder resolution asks the Board to ensure Equinor’s strategy and investment plans are consistent with the Paris Agreement goals....
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Equity outlook: Have markets underestimated big tech?
When a small clutch of stocks warrants a name, it implies shared characteristics. In the case of the Magnificent 7[1], they are all tech stocks that produced outstanding returns in 2023. But this is by no means the whole story. In fact, only two of the Magnificent 7...
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Six minute strategy - The last mile is often the hardest
The last mile is proving difficult for central bankers. Feisty inflation data is delaying interest rate cuts and pushing up bond yields. On the bright side, a stronger economy is good for underlying earnings. Guy Monson looks into what this late-cycle growth could mean for markets and portfolios....
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