The Week: fund managers cool on the US technology trade
Monthly fund manager survey finds little enthusiasm for US equities as Trump trade weakens.
Adviser-Hub 20th Mar 2025
The Week: Back to the races on earnings?
It’s been a buoyant earnings season, with many companies improving their profit margins and taking rising input costs in their stride. But can it last?
Adviser-Hub 18th May 2023
The Week: Corporate earnings: the next problem for investors?
Corporate earnings held up reasonably well in the second quarter, but there are increasing jitters about their direction from here. Could earnings weakness prompt markets to lurch lower?
Adviser-Hub 24th Aug 2022
The Week: The state of markets: is it over yet?
This has been a tough period in markets. However, it is difficult to see a reversal in fortunes in the short-term.
Adviser-Hub 25th May 2022
The Week: Is there hope for friendless emerging markets?
With a low Dollar, low valuations and recovering economies, these should be buoyant times for emerging markets, but buyers are thin on the ground.
Adviser-Hub 10th Sep 2020
The Week: Have markets moved too far, too fast?
Markets have seen one of the quickest rebounds in history, to the extent that investors are starting to wonder whether they might have gone too far.
Adviser-Hub 3rd Jun 2020
The Week: What does it cost to support markets? $2 trillion
The US emergency fiscal stimulus package has finally passed and markets are grateful, but could it create long-term problems?
Adviser-Hub 26th Mar 2020
The Week: Is the elastic about to snap?
The dominance of large growth stocks over unloved value names has proved the John Maynard Keynes adage that markets can stay irrational longer than investors can stay solvent.
Adviser-Hub 11th Sep 2019
The Week: The Fed has bitten the bullet on interest rates
The Federal Reserve has bitten the bullet on interest rates, but will the 25bps rise make any difference to the global economy?
Adviser-Hub 1st Aug 2019
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