Tag: Equities
Growth in the Next Phase of Recovery
While the market processes various macro concerns, we believe accelerating...
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Weighing Inflationary Pressures on International Stocks
London – There are some commanding themes running through the current...
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Breakthrough Medical Treatments Brighten Outlook for Alzheimer’s Patients
In early June 2021, the U.S. Food and Drug Administration...
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ES Baker Steel Gold and Precious Metals Fund B Class Factsheets July 2021
The Fund rose +2.1% during the month (B Class), compared...
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Q2 Earnings Season – Europe in Pole Position
The global macro environment appears shrouded in uncertainty, owing to...
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China’s New Regulatory Cycle
Since first visiting China in 1982, I’ve witnessed the country’s...
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Revisiting Earnings Acceleration as a Source of Diversifying Excess Returns
Earnings acceleration—a change in the velocity of growth—indicates something is...
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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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