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Tag: Market Growth

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January Op-Ed – Normalisation and Correction

Key points The Federal Reserve’s relentless hawkish messaging is a...

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Market Liposuction

As we exit the extended lockdown period of stimulus super-binge,...

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Earnings Watch: Optimism Amid the Worry

Key Takeaways   Third-quarter earnings came in well ahead of...

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The Baillie Gifford Japan Trust: Into the Fifth Decade.

The Baillie Gifford Japan Trust has come a long way...

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Quick Thoughts: Do Growth or Value Stocks Have The Upper Hand?

The traditional distinction between “growth” and “value” continues to evolve....

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