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Tag: Equities

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Summer Firmly Descends on the Markets

Both equities and bonds are often characterised by particular patterns...

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What Does Company Optimism Tell us About the Outlook for Markets?

Our recent observations of corporate behaviour have seen us become...

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The Changing Landscape of the Large- and Mid-Cap Growth Asset Classes

Nicholas J. Paul INSTITUTIONAL PORTFOLIO MANAGER Historically, an allocation to...

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Revenge of the Old Economy

An impending global recovery that includes higher consumer spending, a...

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BAKERSTEEL Electrum Fund I Class Factsheet July 2021

The Electrum Fund rose +3.7% during the month (I2 EUR),...

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Growing Chinese Regulatory Burden a Way of Life

Robert M. Almeida GLOBAL INVESTMENT STRATEGIST, PORTFOLIO MANAGER Equity markets...

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Vescore Global Market Outlook August 2021

In the latest Global Market Outlook, Vescore’s specialist team explains...

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No Place to Hide

This update focuses on our 5-year baseline expected geometric returns...

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Q3 Strategy – Reflationary Narrative Likely to be Revived

Executive summary A slowing in the pace of growth and...

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The Past is a Foreign Country

RESILIENCE OF EMERGING MARKET ECONOMIES GOES HAND IN HAND WITH...

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