Global Market Insights

After a brutal 2022 with large declines, software stocks had a big year in 2023 as they rode the wave of enthusiasm for AI...

It was a year that kept all investors on their toes, but given the S&P 500 finished the year up 24%, it seems that there were opportunities...

2023 has been another interesting year for investors, with plenty of surprises. We should be used to this by now, right? Expect the unexpected...

When creating a successful portfolio, often the first thing that comes to mind is diversification. The 60/40 portfolio is highly debated...

This week, we’re zooming in on how companies globally fared during the third quarter and what their results mean for the future and valuations...

While some names seem quite enticing from traditional valuation metrics, there is more to it than simply finding stocks with low multiples...

There’s been a lot of news flow around slowing demand for electric vehicles, so this week we wanted to take a closer look at what’s happening in that space...

We’re currently in a property supply crisis. Rising interest rates, increasing population and immigration have created an imperfect storm where housing is harder to come by and more expensive than ever before...

Since we are well into earnings season we decided to have a look at three topics related to company reports: earnings quality, share buybacks and margins...

This week we’re checking in on China’s economy after some better than expected data and another round of stimulus...

Now that interest rates are back at 2008 levels, we wanted to share what their earnings reports tell us about the economy..

If you’ve got variable interest rate debts outstanding, you may have noticed your repayments increase over the last 2 years. The more debt outstanding, the bigger the change. Well… imagine if you had $33 trillion in debt outstanding?