Capital Markets

03 September

The US flag on a dollar bill with a cheque behind

KFP Market View in September 2020

Investment Team | Market View, Capital Markets

It’s different this time...

01 September

Aerial photo of Apple new campus building

Apple’s valuation soars to record levels

Marc-Phillipe Davies | Capital Markets, Equities

Investors' appetite for Apple seemingly has no limit. With the share price climbing parabolically and up 20.3% this month alone, the market capitalisation surpassed $2tn. Apple and its cohorts are lifting the S&P 500 index and widening the gap between these tech mega caps...

03 August

KFP Market View in August 2020

Investment Team | Market View, Capital Markets

Pandemic records As economic data for Q2 comes in, mainly negative records on growth, corporate earnings and other measures are being set daily – as expected perhaps given the severity of the economic impact of lock down measures in many countries. In the US, Q2 GDP growth...