Global Market Insights

The AI frenzy of 2023 and 2024 has cooled down and entered the "show me the money" phase. Earnings season has shed a lot of light on where we stand. So it’s time for an update on the industry and a look at the companies successfully deploying AI, monetizing it, and the potential opportunities for investors.

The field of genomic medicine is still in its infancy, but it holds the potential to become an even bigger game changer. This field is more obscure than robo taxis or chatbots, so we’re having a look at some of the fundamental concepts and the different types of companies in the space.

This week we are back to our series on innovation and disruption, after a brief detour to honour Warren Buffett’s career. Specifically, we are looking at the field of automation and robotics...

The time has come. The G.O.A.T. is retiring. Warren Buffett’s decision to step down as CEO of Berkshire Hathaway marks the end of an era - 60 years, to be precise.

The level of uncertainty has been off the charts lately. That’s why we’ve been talking about defensive strategies over the last few weeks. Playing defense is one way to take on an uncertain future...

The term ‘ Fiscal Dominance ’ has been popping up more in recent years, thanks to rising U.S. deficits. For the sake of your portfolio, this trend and its consequences are worth knowing about.

Markets are currently dealing with the upheaval of tariffs. But, beyond the uncertainty and potential cost of those tariffs, markets are facing a few very big macro issues...

Markets have been setting all kinds of records lately, some good, some less so. Major indexes have posted some of the biggest one-day point moves in history. In percentage terms...

Our recent updates have been pretty US-heavy, and for good reason. Trump’s “shock and awe” approach to trade (with a side of WTF) has kept markets guessing...

The “Trump Trade” was meant to kick 2025 into high gear. Tax cuts, deregulation, tariffs, and infrastructure were back on the menu...

In January 2025, Donald Trump’s return to the White House set off seismic shifts across a number of industries. We’ve recently covered what the new Administration could mean for the automotive and fossil fuel industries, but now...

The market’s latest pullback is getting pinned on the escalating trade war. Tariffs are dominating the headlines, right alongside sinking GDP forecasts. But beneath the surface, there’s a growing unease about valuations and earnings. So this week, we’re diving into that side of the story, how valuations and earnings fit into the bigger picture of tariffs, growth, inflation, and interest rates. Sure, we’re mostly talking about the U.S. market here, but trust us, this matters everywhere.