Equity valuations are getting a reality check
Horizon Handout September 2023
True multi-asset approach is also beneficial in a world with positive bond yields
Tight supply boosts crude oil price
Optimism in the equity markets calls for caution
The second half of the year starts with a change of favourites
Horizon Handout August 2023
Earnings expectations pick up from Q4. That seems optimistic.
Equity markets vulnerable to a setback
Equities the best investment in the first half-year despite various stumbling blocks