Investing Around Consumer Weakness
One of the surprising aspects of 2023 was the resilience of consumers. With prices and interest rates both rising...
The global economy and markets are in better shape than many predicted. Equity markets have continued higher...
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.
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...
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...
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...
Following on from Part 1 last week when we covered the arguments for and against AI being in a bubble, we are taking a look at the entire AI value chain to see where...
Generative AI is being described as the most important innovation since the birth of the internet. Pretty big claim, right? But when you really think about it, it’s not as far-fetched as it sounds...
About a year ago we covered Howard Marks’ ‘Sea Change’ memo in which Marks said he believed we may be witnessing a major shift in the investment environment...
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...