The main article explores the case for small cap stocks in the US. This sector has underperformed large cap stocks in recent years, in part because of their concentration...
October 2024: Investment Roadmap
August 2024: Investment Roadmap
Our latest Roadmap shares our views on recession risk in the US. The US economy has decelerated since the spring, and the unemployment rate has risen. However, this slowdown...
April 2024: Investment Roadmap
This month we examine the arguments suggesting that much of the equity market rally from last autumn is speculative and hence fragile. We point to some more fundamental improvements...
March 2024: Investment Roadmap
In addition to our views on markets, there are special articles on the Japanese equity market and the renewed interest in crypto currencies within venture capital. Read the full...
January 2024: Investment Roadmap
Our January Investment Roadmap sets out our investment views for 2024. Last year, returns to many asset classes were strong, but largely achieved in the final few weeks of...
Podcast: Episode 1 – Market Outlook
Investment returns in 2023 felt a bit like cramming for an exam. For many the gains came in the last few weeks of the year. For some they missed...