For Investors, Most of the Time…. Geopolitics Doesn’t Matter
Geopolitics is often cited as a key driver of market volatility, but history shows that for investors with…
Forest Fires and Equity Market Corrections
In many ecosystems, particularly in fire-adapted communities like those found in parts of North America and Australia, small…
The Fed Matters… But Maybe a Little Less Than It Used To
The relationship between the Federal Reserve’s monetary policy decisions and the equity market is significant for investors to…
Buy Low, Sell High: Even the Pros Struggle with This Concept
Arguably the most basic but probably the most important phrase used in investing is: ‘buy low, sell high’. …
Innovation x Emerging Markets + Attractive Valuations = Great Returns
Portfolio managers of equity funds face many challenges when it comes to communicating the value and strategy of…
Relax… The Equity Bull Market Is Here
There are a lot of reasons to think we are now in the early stages of a new…
Stockholm Syndrome: why nobody wants to admit we could be in a new bull market
Last year saw very strong moves up in equity markets globally. This year has started very positively too,…
Is India the new China?
The Indian economy, buoyed by a combination of robust macroeconomic fundamentals, strategic reforms, and a burgeoning digital ecosystem,…
The long war in Ukraine… and what this mans for investors
In the early weeks of Russia’s invasion of Ukraine in early 2022, it quickly became clear the Russian…
Where are we in the business cycle? The answer might be better than many think
It’s not uncommon when reading financial news and economic research, whether in mainstream publications or more specialist papers,…