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...
March 2024: Investment Roadmap
February 2024: Investment Roadmap
The key feature of our February Investment Roadmap is the UK equity market, and we explore some longer-term reasons for its subdued performance. We also summarise our latest market...
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...
December 2023: Investment Roadmap
The main article explores the issue of return compression between equities and credit. Equity returns have in general been higher than credit returns year to date, but for many...
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...
November 2023: Investment Roadmap
This month we cover possible conflicts between ESG and broader financial objectives, and the current state of the IPO market. There are also summaries of our current market views...