Article last updated 22 July 2025.
As the likelihood of widespread recession recedes, more and more companies are participating in rising markets so far this year – notably, the performance of the ‘Magnificent Seven’ US mega tech stocks that dominated markets last year has been very mixed. As equity gains proliferate, we’re staying focussed on finding quality companies at reasonable prices, and more value-oriented opportunities in small and medium-sized companies and in Japan. In this latest update, Ed turns his attention to bond markets, which are more sensitive to inflation and stand to gain if it settles back down to a range where central banks are more comfortable cutting interest rates.
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