Summary
In December, central banks all but confirmed that the rising interest rate cycle was over. Markets had already spent most of November pricing that in anyway, but who was leading who is a moot point. Either way, the ending of interest rate rises and the anticipation of rate cuts should prove a helpful backdrop for asset classes. […]
Market outlook
Has morning broken or is it Groundhog Day? And there we have it. In the blink of a metaphorical eye, another year has passed. I started the Investment Strategy at the beginning of last year with the headline “Hope springs eternal” and went on to say that I hoped the year ahead would be a […]
The rise and rise of the Magnificent Seven
Magnificent who? These are the mega-cap US tech companies, not the star-filled 1960’s Western starring Yul Brynner, Steve McQueen and Charles Bronson, among others. The modern-day Magnificent Seven are Apple, Microsoft, Alphabet (Google to you and me), Amazon, Nvidia, Meta (Facebook to you and me) and Tesla. These seven companies have been dominating both US […]
Do you hear the people sing?
There is a life about to start, when tomorrow comes! Across the continents of the world, voters head to the polls in unprecedented scale in 2024. The political landscape across the globe has the potential to change significantly. After years of a widening economic gap between the “haves” and the “have-nots”, will voters choose ever-more […]
