After powering equities markets to new heights in 2023 and 2024, the Magnificent Seven club of stocks has tumbled down to earth in the first quarter of 2025. These stocks have lost trillions of dollars in valuation, dragging the Nasdaq composite into correction territory (-10%) and pulling the S&P 500 down 5% for the quarter.…
For many years now, we have had a strong bias towards the Quality style of investing within our clients’ portfolios and our house-view funds. Traditional quality fund managers will pick the stocks of companies that have a track record of consistent earnings growth, whilst maintaining healthy balance sheets throughout good and bad times. These quality…
To say that the Trump administration’s varied and often controversial executive orders and policy changes have kept market participants on edge is an understatement. Philip Saunders, director of the Ninety One Investment Institute, explains in a recent podcast dated 19 March, why US assets, having been a dominant force for investors for so long have…
