Home Publications

Publications

See all our latest updates on the market and our approach to investing, prepared by our experienced research and investment team.

Window on the World - May 2024

It feels like the equity markets are playing tag at the moment – for the first three months of the year it was the US, Europe and Japan that did all the running, and then in April they tagged the UK and emerging markets, who took over while the others had a breather – leaving the UK and emerging markets to deliver positive returns!

20 May 2024

Window on the world – April 2024
read more

02 May 2024

Monetary Policy At A Crossroads
read more

25 April 2024

Window on the World – March 2024
read more

03 April 2024

The Role of Exogenous Factors on Financial Markets
read more

22 March 2024

Window on the World – February 2024
read more

01 March 2024

Renewable Valuations in Transition
read more

20 February 2024

Window on the world January 2024
read more

25 January 2024

Window on the World – November 2023
read more

19 January 2024

The Dollar Smile
read more

27 December 2023

The UK Conundrum
read more

20 December 2023

Window on the World – October 2023
read more

13 November 2023

Window on the World – September 2023
read more

04 August 2023

The Cash Alternative
read more

22 June 2023

The rise of the machines
read more

12 June 2023

Window on the World – June 2023
read more

20 May 2024

Window on the world – April 2024
read more

02 May 2024

Monetary Policy At A Crossroads
read more

25 April 2024

Window on the World – March 2024
read more

03 April 2024

The Role of Exogenous Factors on Financial Markets
read more

22 March 2024

Window on the World – February 2024
read more

01 March 2024

Renewable Valuations in Transition
read more

20 February 2024

Window on the world January 2024
read more

25 January 2024

Window on the World – November 2023
read more

19 January 2024

The Dollar Smile
read more

27 December 2023

The UK Conundrum
read more

20 December 2023

Window on the World – October 2023
read more

13 November 2023

Window on the World – September 2023
read more

04 August 2023

The Cash Alternative
read more

22 June 2023

The rise of the machines
read more

12 June 2023

Window on the World – June 2023
read more