Global Market Insights

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7 Investing Lessons From 2024

Richard Bowman
Richard Bowman

This is our last newsletter of the year and a good time to focus on the third of those principles - the investing lessons we can all take from 2024...

Institutional Adoption Could Change The Bitcoin Narrative cover

Happy $100k Bitcoin to all those who celebrate. Bitcoin has been in the news again for a few reasons: Firstly, it just passed the milestone...

Michael Paige avatar
Michael Paige
💵 Building A Dollar Proof Portfolio For 2025 cover

The US dollar has been on a tear since September, and since Donald Trump became the US President-elect. The strength of the USD, and the impact of his policies...

Richard Bowman avatar
Richard Bowman
AdTech Stocks Thrive As Digital Advertising Expands cover

This earnings season has been another reminder of the astonishing profitability of online advertising. Three out of the six most valuable companies in the world earn a big chunk — if not all — of their revenue from ads...

Richard Bowman avatar
Richard Bowman
Navigating The Trump 2.0 Market cover

Donald Trump and the Republican Party made a clean sweep in the US election. Some aspects of Trump’s campaign were a little vague, but we can be fairly certain of lower taxes and deregulation. That, and the strong US economy, should lead to...

Richard Bowman avatar
Richard Bowman
The AI Capex Cycle Shows No Signs Of Slowing Down cover

It’s now been two years since ChatGPT was introduced to the world, igniting an AI-fueled rally that is still continuing...

Richard Bowman avatar
Richard Bowman
The Opportunities In The Nuclear Resurgence cover

Whoever is running nuclear power’s public relations team, they’ve done a great job these last few years. With trends in global power consumption rapidly going up...

Michael Paige avatar
Michael Paige
Evaluating REITs For Long-Term Returns cover

This week, we’re getting a little more technical and having a look at the qualitative factors that investors can consider when evaluating a REIT...

Richard Bowman avatar
Richard Bowman
Lower Rates Increases REITs Appeal cover

While those with leverage are happy about the latest interest rate cuts, those looking for yield are less so. Lower interest rates mean lower yields...

Richard Bowman avatar
Richard Bowman
💵 Making Sense of the Financial Sector - Part 2 cover

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...

Richard Bowman avatar
Richard Bowman
🏦 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
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