July 2024 Insights The Good: The Crown Jewel The luxury goods sector has been under pressure recently, as reflected in the falling share prices of world-renowned companies like Hugo Boss and Burberry. The S&P 500 Global Luxury Index has returned -5.7%...
June 2024 Insights The Good: US Exceptionalism A company’s share price is influenced by various factors. In the short term, it is primarily driven by valuation and market sentiment, with inflation and interest rate expectations playing a significant role....
May 2024 Insights The Good: Nvidia – Taking Home All the Chips Exceeding high expectations, Nvidia, the frontrunner in the AI revolution, delivered another impressive set of results, quelling any doubts about their continued momentum and solidifying its position...
April 2024 Insights The Good: In Big Tech we Trust Growth stocks faced their first bout of weakness in many months as inflation data sparked fears that higher interest rates could persist. The MSCI World Growth Index was down as much as 6% in April as investors...
March 2024 Insights The Good: The Eternal Metal Known as the ‘Eternal Metal’, copper has played an essential role in many of mankind’s greatest advancements. It is the world’s third most utilised metal, and holds indispensable importance across various...
