Insights

Looking at the drivers behind the surge in Japanese equities
March 4, 2024

Looking at the drivers behind the surge in Japanese equities

Japanese Equities have continued to power ahead delivering a 13% return YTD through to the end of February
Is the AI trade creating a TMT valuation bubble redux?
February 23, 2024

Is the AI trade creating a TMT valuation bubble redux?

The continued surge in Nvidia and other AI related stocks is posing a question about US equity valuation status
Divergence appearing in the contribution from US tech stocks to market performance
February 5, 2024

Divergence appearing in the contribution from US tech stocks to market performance

The rally in US equities over the last 3 months (+16.4%) was partly a function of growing confidence in peak rates and anticipation of an easing cycle
In search/need of a new driver of risk appetite in 2024
January 25, 2024

In search/need of a new driver of risk appetite in 2024

The FT Wilshire 5000 26.1% return in 2023 was driven by 2 large up-legs
2023 – A stellar year for US equities delivering the 6th best annual return this century
January 4, 2024

2023 – A stellar year for US equities delivering the 6th best annual return this century

The FT Wilshire 5000 delivered a 26.1% return in 2023
The 2024 market outlook ’Magnificent 7’ wish list
November 16, 2023

The 2024 market outlook ’Magnificent 7’ wish list

In our latest Market Driver report we identified the ‘Magnificent 7’ risk appetite wish list 2024
Not all valuation shifts are the same - assessing the quality of recent PE declines
October 25, 2023

Not all valuation shifts are the same - assessing the quality of recent PE declines

All equity regions have experienced a large de-rating from their 2021 highs
September saw risk appetite impacted by ‘higher for longer’ US Financial Conditions
October 4, 2023

September saw risk appetite impacted by ‘higher for longer’ US Financial Conditions

September was the largest monthly decline this year and it produced a negative return of -3.3% for Q3
EPS estimates are inflecting higher despite a deteriorating stock buyback backdrop
September 25, 2023

EPS estimates are inflecting higher despite a deteriorating stock buyback backdrop

The good news - 2023 & 2024 US EPS estimates have started to inflect higher...
Has the style/factor rotation in 2023 been as significant as received wisdom believes?
September 6, 2023

Has the style/factor rotation in 2023 been as significant as received wisdom believes?

Through the prism of style indices, 2023 has seen a strong rotation towards Growth v Value
Tightening Financial Conditions endanger the soft-landing optimism
August 24, 2023

Tightening Financial Conditions endanger the soft-landing optimism

A significant driver behind the recovery in risk appetite over the last few months has been growing conviction over the delivery of a soft-landing for the US economy
The Equal Weighted FT Wilshire 5000 has been the stealth winner since May
August 4, 2023

The Equal Weighted FT Wilshire 5000 has been the stealth winner since May

Watch what markets do not what they say
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