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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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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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Growth without inflation? Immigration can help
Rich economies are benefiting from higher growth with moderate inflation thanks to a surge in immigration. That could boost companies’ earnings potential – and investment returns. The economics of immigration is complex, but one thing is clear: the recent surge in new arrivals to developed economies has been...
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Future returns: what can multi-asset investors expect to achieve?
What can multi-asset investors expect to achieve? In the last few years, investors have been confronted with one of the most aggressive bouts of inflation seen in decades. The effects of this were amplified by the falls seen in both equity and bond markets in 2022. While there...
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