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Stay up to date on the latest global news and understand how it drives markets and can impact your investments

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Green Hydrogen's Progress Faces Some Challenges

Richard Bowman
Richard Bowman|May 24, 2024

The vision for a hydrogen economy sees H2, the most abundant element in the universe, as the primary means of storing and transporting energy...

Australia: A Land Abound In Nature’s Gifts cover

Australia: A Land Abound In Nature’s Gifts

You might have seen a few of our market deep dives of some interesting markets across the globe...

Bailey Pemberton avatar
Bailey Pemberton|May 17, 2024
Uranium Price Bolts Ahead Despite Nuclear Headwinds cover

Uranium Price Bolts Ahead Despite Nuclear Headwinds

Recently, we covered the solar and wind industries, which are both currently facing several challenges. While investors have grown somewhat disillusioned with wind and solar, there seems to be growing optimism around another power source: nuclear energy...

Richard Bowman avatar
Richard Bowman|May 10, 2024
The Divergence Between Gold and Gold Miners cover

The Divergence Between Gold and Gold Miners

Like many asset classes in 2024, gold has had a stellar performance so far. It’s trading near record levels...

Richard Bowman avatar
Richard Bowman|May 03, 2024
Destiny Tech100's Wild Ride And All Things ETFs cover

Destiny Tech100's Wild Ride And All Things ETFs

Have you heard of Destiny Tech 100? It’s a recently listed fund that seems to have become an instant meme stock and caught some ETF investors off-guard...

Richard Bowman avatar
Richard Bowman|April 26, 2024
Tailwinds and Headwinds In The Wind Industry cover

Tailwinds and Headwinds In The Wind Industry

Last week we had a look at the solar industry, and this week we are following up with wind power. 2023 was a terrible year for wind energy stocks….heaps of headwinds….

Richard Bowman avatar
Richard Bowman|April 19, 2024
Investing In The Solar-Coaster In 2024 cover

Investing In The Solar-Coaster In 2024

Last week’s solar eclipse cut solar power generation in the US by as much as 30 gigawatts , which was enough to require utilities to plan for supplementary sources of power...

Richard Bowman avatar
Richard Bowman|April 12, 2024
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Investing Around Consumer Weakness

One of the surprising aspects of 2023 was the resilience of consumers. With prices and interest rates both rising...

Richard Bowman avatar
Richard Bowman|April 05, 2024
Key Takeaways From Q4 Earnings Season cover

Key Takeaways From Q4 Earnings Season

The global economy and markets are in better shape than many predicted. Equity markets have continued higher...

Richard Bowman avatar
Richard Bowman|March 29, 2024
What Do US Elections Mean For The Stock Market? cover

What Do US Elections Mean For The Stock Market?

This week we are having a look at the US election, whether it matters for the stock market, and what you can do to position your portfolio ahead of it.

Richard Bowman avatar
Richard Bowman|March 21, 2024
The Uncertain Outlook For Energy And Commodities cover

The Uncertain Outlook For Energy And Commodities

When we checked in on commodity markets in November there was a lot of red on the YTD returns table. Since then, the gold price has hit a new record and crude is back above $80...

Richard Bowman avatar
Richard Bowman|March 15, 2024
5 Geopolitical Risks To Keep An Eye On In 2024 cover

5 Geopolitical Risks To Keep An Eye On In 2024

Our first newsletter of the year covered The Key Investment Themes of 2024. Market strategists disagreed on a lot, but most agreed that geopolitical risks will play a larger role in 2024...

Richard Bowman avatar
Richard Bowman|March 08, 2024
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Generative AI: Use Cases and Limitations

And now the finale you’ve all been waiting for! This week we are wrapping up our series on Generative AI. Previously, we had looked at whether this recent AI rally could be considered a bubble, and dove into the risks and opportunities across the AI value chain...

Richard Bowman avatar
Richard Bowman|March 01, 2024
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