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As we expected, Labour has broken its election promises and massively raised taxes. The Bond market reacted badly to the news and we expect it will make life considerably harder for the Chancellor in 2025. hendersonrowe.com/insights/quart…
A pleasure to have representatives from @TheSCT join our recent Investor Lunch and to hear how they have supported over 80,000 families over the last 42 years. sickchildrenstrust.org linkedin.com/posts/david-pl…
In his latest piece for @Citywire, our CIO, Ben Ashby, reflects on what 2024 may have in store for Investment Managers and the adaption of AI into their investment processes. citywire.com/wealth-manager…
With interest rates holding at a 23-year high since last July, consumers and businesses are feeling the pain.
Rachel Reeves arrived in London less than 7 weeks ago. Like some sort of financial Mary Poppins, she just had to click her fingers and she could fix public services and boost the economy all without raising taxes. hendersonrowe.com/insights/quart…
Does that tell us anything about likely performance over the next six months? Going back to 1990—a small sample, to be sure—there’s at least a hint that US equities could be in for good times in the second half, with the S&P 500 tending to do better from July through December...
It was a stellar first half of 2024 for US stocks, with shares in the S&P 500 climbing just over 15% year-to-date, through the end of June, making thirty-one new record closing highs along the way: half a dozen more than the average number posted over the last fifteen full years.
Indeed, through the end of June, Mag 7 stocks have meaningfully outpaced the remaining 493 names in the S&P 500, adding 32.8% in the first half, versus a still-very-respectable 8.3% for those hundreds of ‘also-ran’ listings.
Driven by a resurgence of enthusiasm for the AI mega trend captivating investors since ChatGPT arrived in late 2022—not to mention a continuation of Nvidia’s stellar financial outperformance—shares in big tech have registered disproportionate gains year-to-date.
While a broad set of US stocks participated in the market’s first-quarter rally, we witnessed that breadth give way in Q2 to gains much more concentrated in a handful of stocks: the usual suspects in the ‘Magnificent 7’, for example, five of which scored double-digit gains in H1.
Signs the will of US consumers might be finally buckling, a first-quarter GDP well below economists’ expectations, along with data showing a cooling job market have complicated matters for a Federal Reserve hoping to see a stronger trend toward disinflation before initiating cuts
Perhaps more concerning—and revitalising fears of dreaded ‘stagflation’—was a series of surprises in the other direction on the growth dimension.
On the US macroeconomic front, two key themes emerged in the first half of the year.
Rachel Reeves arrived in London less than 4 weeks ago. Like some sort of financial Mary Poppins, she just had to click her fingers and she could fix public services and boost the economy all without raising taxes. hendersonrowe.com/insights/quart…
“I’ve had a lot of worries in my life, most of which never happened.” — Mark Twain Our latest Market Commentary is hot off the press: hendersonrowe.com/insights/quart……… In it we discuss: Why the conditions are ripe for a very volatile summer...
"The beauty of diversification is it's about as close as you can get to a free lunch in investing" Barry Ritholtz Our Director, Dr Jason Hsu, has written an excellent article on the investment case for Japan, one of the world's most undervalued markets. linkedin.com/pulse/from-sta…
"The beauty of diversification is it's about as close as you can get to a free lunch in investing" Barry Ritholtz Our Director, Dr Jason Hsu, has written an excellent article on the investment case for Japan, one of the world's most undervalued markets linkedin.com/pulse/from-sta…
Don't forget to subscribe to our YouTube channel! youtube.com/channel/UCYkdT…
“I’ve had a lot of worries in my life, most of which never happened.” — Mark Twain Our latest Market Commentary is hot off the press: hendersonrowe.com/insights/quart…… In it we discuss: Why the conditions are ripe for a very volatile summer...
United States Trends
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- 10. #SNFonNBC N/A
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- 12. Money Mac N/A
- 13. Chiefs 154 B posts
- 14. #WhoDey 1.705 posts
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Rayliant
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