Nike, Royal Dutch Shell and Unicharm all feature
Economy showing signs of a bounce back
This month the Fed surprised by moving its dot plot for 2023 to include two rate hikes - a hawkish divergence from the one rate hike that markets were expecting would be signalled.
Reclaim language of value investing
The past quarter saw significant attention drawn to retail investors in the developed world and how their coordinated activities resulted in wild swings in the prices of heavily shorted shares.
Investors need to focus on environment
New drug launches need private finance