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HOUSE REPORT - Q2 2024
Staying the course
Investors have experienced a positive first quarter of the year, with markets reaching new highs against a backdrop in which economic and market traffic lights have increasingly turned green.
While this will likely continue to support global equity markets, quality and focus will be key going forward.
Guy Monson, our Chief Market Strategist, sets out what investors should focus on.
Latest insights
Six minute strategy - Mixed messages
Progress on fighting inflation appears to have stalled. But at the same time, new data reveals that US growth has been substantially weaker than expected. Should this fundamentally change our investment position? Join Guy Monson, Chief Market Strategist, as he discusses how investors should react to the US’s...
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Equinor and Norway: can they turn Paris promises into action?
On May 14, shareholders in Norwegian oil and gas major Equinor will be given a vote on whether the company should increase the pace of its low-carbon transition. The shareholder resolution asks the Board to ensure Equinor’s strategy and investment plans are consistent with the Paris Agreement goals....
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Equity outlook: Have markets underestimated big tech?
When a small clutch of stocks warrants a name, it implies shared characteristics. In the case of the Magnificent 7[1], they are all tech stocks that produced outstanding returns in 2023. But this is by no means the whole story. In fact, only two of the Magnificent 7...
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Model Portfolio Service update - April 2024
An update on our Sarasin Model Portfolios Ben Gilbert, model portfolio manager, and Edward Lloyd, deputy portfolio manager, deliver their regular update following the latest rebalance in line with markets. Watch this latest update below. Download the slides
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