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Investment Weekly

Stocks on sale?
17 April 2026
    Articles

    Chart of the week – Stocks on sale?

    Chart of the week – Stocks on sale?

    Click the image to enlarge

    Stock indexes have been resilient through the oil shock. But the real adjustment has been taking place under the surface – in market multiples and risk premia. This week, we look at where that is showing up, and what it means for expected returns.

    Market Spotlight

    • "Dollar down” as a theme

    Lens on…

    • Great expectations
    • EM as a tech play?
    • Growing pains

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