Tag: Equities
US PCE Inflation in July
The Fed’s preferred measure of inflation, the core personal consumption...
View
Royal London Asset Management strengthens Equity team
Royal London Asset Management today announces the appointment of two...
View
Explore the Strongholds: Moat Index Holdings Overview
Powered by Morningstar’s forward-looking equity research, the Morningstar® Wide Moat...
View
JP’s Journal: Summer Doldrums
Last week’s data was reassuring, indicating that economic activity is...
View
Europe Better Placed than America… and Cheaper
In the US, weakening employment poses risks to both consumer...
View
The Viewpoint: Operational Gearing Friend or Foe?
Operational gearing – a double-edged sword The idea of operational...
View
Solid Macro Fundamentals in Brazil Support a H2 24 Stabilisation
After a strong performance in 2023, Brazilian assets had a...
View
Quarterly Insurance Update Q3 2024
Welcome to the Q3 2024 investment update designed for insurers...
View
Why Now for Investment Trusts? With Phil Kent
In this latest special as part of Octo’s ‘Why now...
View
The Yen Carry Trade Unwinds: What’s Next?
Key Takeaways Recent central bank actions and currency interventions have...
View