Three Sectors Expected to Rally in 2026 📈
With the backdrop of consistently strong broad market returns over the last few years, analysts are now looking at sector-specific plays that could outperform in 2026.
The recent dip in stock prices came on the back of stretched valuations and fears of an AI fueled bubble. This time the nervousness also spilled into the corporate bond market...
Should REITs be in your portfolio? Read on to find out.
In this piece, we’ll cover the key defensive sectors across the US, Canada, the UK, Europe, and Australia, compare their valuations to the broader market, and highlight where “safety” might actually be expensive risk in disguise.
This week, we will unpack the FTSE 100 vs FTSE 250 divide, the industries driving returns, and why the UK is increasingly a stock-picker’s market heading into 2026.
Some of the biggest names in tech are restarting their buyback programs. By the end of this piece, you’ll see: What’s really driving this new buyback cycle, which companies are using it to create genuine value, and when repurchases are smart capital allocation or financial sleight of hand.
In this week’s piece, we’ll: Explain what’s happening in the world of private credit, Review why the industry presents new risks today, Identify how investors can reduce downside exposure
The AI capex boom is getting all of the attention, but behind that flurry of spending is an entire corner of the market that many are overlooking: Financials. Three key factors underpin the sector’s medium-term potential: a steepening yield curve, heightened IPO activity, and surging business spending together could boost financial stocks and ETFs higher.
In this piece, we’ll unpack what debasement really means, why it’s driving markets today, and how to think about real assets, stocks, and strategies that can protect your portfolio when the value of the denominator itself starts to come into question.
A flurry of deals between a handful of AI companies has prompted an avalanche of market pundits to declare the market an AI-fuelled bubble. Of course, the AI bubble talk has been going on for months, if not years. But recent deals have been compared to 1999 and even 1929.
Q4 2025 is off to a flying start with record highs being printed left, right, and center. US and Japanese stocks made fresh new highs, while the gold price powered through $4,000 for the first time, and Bitcoin crossed the $126k level. Is this all a case of USD weakness, irrational exuberance, or solid fundamentals? This week, we are reviewing Q3 market performance, Q2 earnings season, and the outlook heading into the end of 2025…
Rare earths may be a sliver of the global metals market, but they punch far above their weight. These obscure elements are the invisible wiring of modern life.
In this week’s breakdown, we’ll unpack why utilities are getting a second look, the risks that could short-circuit the story, and how to spot the winners across regions.