S&P

FemaleLeadership Smart Portfolio

Move towards more value- and cyclically-oriented stocks

Nuances to consider

David Coombs, head of multi-asset investments at Rathbones, dives into US equities

US equities have significantly outperformed most asset classes over the past ten years and are, in most people's view, not looking cheap.

Equity investors could experience a "multi-year rally" in value stocks, according to some industry commentators, who believe the recent market rotation out of growth could be here to stay. Others have warned not to write off quality growth assets, however,...

The recent downward trajectory of tech stocks is reminiscent of the dotcom bubble, according to the BMO GAM Multi-Manager team, who highlighted that despite some of the companies having resilience, a combination of tighter monetary policy and higher cost...

Policymakers are concerned about the labour market

I’ve been doing some ISEB questions recently.