Global Market Insights

Do you remember that industry we talked about a while back that’s in the entertainment space, but bigger than Hollywood and the music industry, combined?

If you’ve read our deep dive into the Key Investment Themes of 2024, you may remember that Mexico was a favorite amongst global strategists and major asset managers for 2024...

India is both the most populous country in the world, and the fastest growing economy amongst the world’s largest nations. So it’s no surprise to see investors...

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...