Month: April 2024

Weekly Digest

Global Matters Weekly – It could be gold’s time to shine

Since late February, the gold price has soared to new heights in nominal terms, trading at 2,349 dollars per troy ounce. There are various contributing factors including anticipated delays to rate cuts following stickier-than-expected inflation; rising geopolitical risks in the Middle East; and a weakening US dollar. The two biggest

Weekly Digest

Global Matters Weekly – Will buybacks continue to bolster equity markets?

Share repurchasing, commonly known as buybacks, entails a company repurchasing its own shares from the market, subsequently retiring, or holding them as treasury stock. This strategy diminishes the number of outstanding shares, thereby augmenting earnings per share (EPS) and the company's stock price, given constant or growing earnings. The efficacy

Weekly Digest

Global Matters Weekly – It’s the little things that count

Global developed equities ended the first quarter strongly with both the US and Japan equity indices reaching all-time highs1. However, these gains were largely skewed towards the larger cap stocks. This is even more prominent in the case of the US market where a handful of mega cap stocks, namely

Viewpoint

Viewpoint – March 2024

Three critical connected factors drove markets in Q1: economic activity across the developed world surprised on the upside; inflation proved to be more persistent; and labour markets remained tight. The probability of recession has fallen, that of a soft landing increased. As a result, market expectations for cuts in policy

Weekly Digest

Global Matters Weekly – Weathering storms and building trust

In recent years, the UK investment trust sector has found itself navigating through challenging times. Changes in regulations and the overall economic environment have made things tough. But despite these challenges, it’s important to remember why investment trusts are valuable, especially in terms of diversification and accessing long-term investment opportunities