In this month’s Market Commentary, Jeremy Batstone-Carr, our European Strategist, reflects on the recent resurgence of the ‘old economy’ and examines whether the upswing in the UK stock market can be sustained.
The Next Level Up
Our latest Investment Strategy Quarterly provides informed insights on what the US economy looks like post-Pandemic, the improving UK economy, the changing prices of crops, and asks ‘Is the average stock still worth owning?’. Read all this and more in Investment Strategy Quarterly: The Next Level Up.
Spring Budget Newsletter 2024
Flying High
Green Shoots
Foundations for the future
Clouds of war shroud financial markets
Sailing on strange seas
The centre holds
Great Expectations
July has proved a strong month for investors in the financial markets, particularly across the stock markets of Western developed economies. Returns were generated against a backdrop of economic resilience, especially in the United States where, despite the Federal Reserve having raised interest rates in excess of 5.00%-points in little over a year, growth has persisted and even exceeded expectations.