Investing Insights
Soft Jobs, Sticky Prices: The Fed’s Balancing Act
Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
The Dollar’s Drift: Why It Matters and How Hedging Helps
Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
Are US mega-cap tech stocks in a bubble?
The largest US technology stocks – led by the 'Magnificent Seven' which includes Apple, Microsoft, and Meta – have grown profits at nearly three times the pace of the broader market over the last 15 years. But with investors still willing to pay a premium for these big names, is a bubble now forming in mega-cap tech?
Government Debt and Faltering Fiscal Confidence
Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
