Stockbuilding cycle turning less favourable for markets
November 22, 2024 | NS Partners
The current stockbuilding cycle may be approaching its mid-point, which typically marks a shift from “risk-on” to a neutral or negative market environment.
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Insights
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What can endurance running teach us about successful investing?
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A look at the potential impact of President Trump’s policies on emerging markets, the risks of rising trade tensions with China and the resilience of China’s domestic market.
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Is now the chance for small caps to shine?
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October 31, 2024 | Global Alpha Capital Management
How will the US election results impact markets?
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Money growth is recovering disappointingly slowly in Europe and has weakened in Japan, while a recent US pick-up may fade post election.
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Beijing signals a new approach to policy – how far will policymakers go to boost growth?
A “monetarist” perspective on current equity markets
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Cycle analysis suggests economic strength in H2 2025 / 2026 but confirmation is required from a pick-up in money growth.