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Find long-term value in US equities with Harris Associates, which has been focusing on value investing since 1976 to uncover undervalued, growing companies
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Macro views

Geopolitics, deglobalisation and central bank reactions

June 06, 2024 - 3 min read

DNCA's Global Product Manager Daniel Claringbull provides a snapshot of the fixed income investment landscape, assessing risks, opportunities and where rates may be headed in the second half of 2024.

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Macro outlook: Catalysts, confidence & cuts
Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.
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Why everyone’s talking about… market bubbles
Market bubbles are typically driven by unrealistic valuations and speculative activity. The question of whether we’re in bubble territory in 2024 hinges on the link between AI and the dominance of the Magnificent Seven.