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Global Market Insights
Stay up to date on the latest global news and understand how it drives markets and can impact your investments
💵 Making Sense of the Financial Sector - Part 2
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...
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...
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...
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...
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...
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...
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...
Eli Lilly and Novo Nordisk shareholders must be pretty chuffed with the last few years of performance. The latest generation of GLP-1...
This week we are taking a look at the outlook for copper producers, and how to gain exposure if you agree with this narrative.
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...
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...
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...
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...