Global Market Insights

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💵 Making Sense of the Financial Sector - Part 2

Richard Bowman
Richard Bowman

Last week’s newsletter was part 1 of an introduction to the financial sector, and specifically banks and companies in the capital markets space. This week we are having a look at...

🏦 Making Sense of the Financial Sector - Part 1 cover

In last week’s third-quarter review, we mentioned that financial sector stocks are showing signs of life and beginning to outperform. In the era of ‘easy money’, cloud computing, and AI, the financial sector has taken a back seat for a lot of investors...

Richard Bowman avatar
Richard Bowman
🎢 Another Eventful 3 Months - The Sectors That Excelled In Q3 cover

It’s the end of another quarter, and it’s been an eventful one, too. In fact, we’ve had a bit of everything during the quarter: Increased volatility...

Richard Bowman avatar
Richard Bowman
🌍 Global Diversification And Home Country Bias cover

Last week, we explored the idea of the US Exceptionalism premium and tried to cover whether or not there was justification for US stocks trading at traditionally higher valuations compared to stocks in other markets...

Bailey Pemberton avatar
Bailey Pemberton
🇺🇸 The US Market’s ‘Exceptionalism’ Premium cover

You have probably noticed that US market volatility has increased. There are also several indications that the economy may be entering a recession at a time...

Richard Bowman avatar
Richard Bowman
Competition Is Heating Up For Tesla In The Robotaxi Market cover

Tesla's much anticipated Robotaxi is scheduled for 10th October. The event has already been pushed out from August, and the fact that it’s now taking place...

Richard Bowman avatar
Richard Bowman
How Weight-loss Treatments Could Disrupt Other Industries  cover

Last’s week’s Market Insight covered the remarkable growth of GLP-1 diabetes and weight-loss treatments. For now the market is dominated by Novo Nordisk, but at least a dozen...

Richard Bowman avatar
Richard Bowman
Investing In Weight-loss And Diabetes Treatments cover

Eli Lilly and Novo Nordisk shareholders must be pretty chuffed with the last few years of performance. The latest generation of GLP-1...

Richard Bowman avatar
Richard Bowman
Copper's Long Term Prospects Look Favourable cover

This week we are taking a look at the outlook for copper producers, and how to gain exposure if you agree with this narrative.

Richard Bowman avatar
Richard Bowman
The 5 Factors That Drove The Market’s Volatility Last Week cover

A perfect storm swept through global equity markets last week. The jury is still out on whether this was a blip or the start of a bigger downturn. There were quite...

Richard Bowman avatar
Richard Bowman
Investing Throughout Semiconductor Market Cycles cover

This week we are wrapping up the series with a look at the industries and end-markets that buy all those chips and the underlying causes of industry earnings cycles...

Richard Bowman avatar
Richard Bowman
Finding Value In The Semiconductor Supply Chain cover

Over the last few weeks, we covered the three types of semiconductor chips, namely memory, logic and analog chips. This week we are taking a look at the companies that play a role in manufacturing those chips...

Richard Bowman avatar
Richard Bowman
Analog Chipmakers And Why Their Capital Allocation Matters cover

This week we are continuing our series on semiconductor chips, AKA integrated circuits (ICs). We previously covered logic and memory ICs, and today we turn to their analog cousins...

Richard Bowman avatar
Richard Bowman
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