In the week ending 11 October global central banks took varied approaches to balance inflation and economic growth, reflecting diverse economic conditions
China’s economic stimulus – Hope on the horizon?
The week ending 4 October showed global economic conditions increasingly influenced by easing inflation and persistent growth concerns, prompting central banks to adopt more cautious or easing stances.
Honey, I shrunk the listings
“There appears to be several reasons other than the greater availability of private capital to motivate a business
to choose to stay private.”
History doesn’t repeat but it often rhymes
“Geopolitical factors will likely take center stage again, particularly with upcoming US elections and ongoing fiscal challenge”
Defining value
“Our dream investment is in an “economic compounder” but at a market valuation materially below
our estimate of its intrinsic value and
true worth.”
Monthly Viewpoint – Aug 2024
The only questions on investors’ minds are whether the first cut in September will be 25bps or 50 bps and the subsequent pace of cuts
To exclude or not to exclude? That is the question.
“Exclusions and sustainable investing
doesn’t just mean saving the planet or driving positive change, but also
makes investment sense which can lead to better returns.”
Is there still value in Value?
“Overreliance on narrow definitions of value should be cautioned, but after its tough slog, value’s next innings
might be one of its finest to come”
More bang for your buck
“The dilemma for the Fed and investors
is that the next Federal Open Markets Committee meeting is five weeks away, a lifetime for an impatient and at times volatile market.”
Delicate China
“China’s high savings rate could support a swift recovery in luxury spending if consumer confidence rebounds.”