The vanishing UK Stock Market: A steeper decline than the US
The Great British equity exodus: A 60-Year perspective
The vanishing UK Stock Market: A steeper decline than the US
Global Equities in 2024 – the Bigger, the Better
Equity Returns in 2024: Big Stocks, Big Gains – SmallCap sat this one out
U.S. dominance is real – but mean reversion is too (remember the 1980s)
The only game in town is US equities - for now
Through crises and uncertainty, markets keep on climbing
Climbing the wall of worry: How equity markets have defied growing global uncertainty since 2009.
Pension Funds & Insurers: 52% of the UK Market in 1993, < 5% today
Domestic institutional investors have deserted the UK equity market.
The meteoric rise and fall of SPACs between 2019 and 2023
Who remembers the SPAC mania? A whirlwind frenzy that burned bright but faded fast.
The US has an IPO problem – Tech and Biotech IPOs are disappearing
The US has an IPO problem - new issues are at multi-decade lows.
Trump trades: the winners and losers from the US election
A week after the US election - the winners and losers.
Record underperformance in Europe the day after Trump’s win
Trump’s victory cheered US investors but European investors felt uneasy.