In our latest video, Sam de Court (Wealth Advisor) and Mike Taylor (Founder and CIO) are joined by Toby Woods (Senior Investment Analyst, Global Funds and Property & Infrastructure Fund) from our London office. We discuss the latest market updates, including inflation, interest rate expectations, and positive developments in European markets.
With Mike, we talk about the "sell in May and walk away" adage and how it hasn't held true this year. We also discuss the market's resilience in the face of inflation concerns and potential interest rate hikes, with the S&P 500 reaching a new all-time high.
With Toby, we talk about his recent research trip to Switzerland, where he visited high-quality businesses in various sectors, including air quality sensors, pharmaceuticals, and flavours and fragrances. We also discuss the improved outlook for European markets and the attractive valuations in blue-chip and small-cap stocks driven by potential interest rate cuts from the European Central Bank.
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