Pockets of strength and pockets of weakness, means picking your strategy wisely
As earnings season has kicked into gear with companies around the world reporting their results for the third…
War, climate change, and lower market volatility
With the continued rise in geopolitical tensions in the Middle East, ongoing war in Ukraine, and risk of…
Is geopolitics now something investors should be worried about?
The recent events in Israel have been appalling to witness, with Hamas fighters breaching the border and killing…
Are bond markets sniffing out a strong economy?
There have been big moves in long-term interest rates in recent weeks and there is no consensus on…
Is the future of AI in your sunglasses?
The hype around artificial intelligence (AI) this year has propelled the share prices of many related companies to…
Nuclear Power May Offer Underappreciated Upside to Investment Portfolios
Most commodities have seen major declines in price this year, following a spike in prices in 2022. Oil…
Investment Returns from UK Assets Could Surprise to the Upside
Last week we explained why we think Japan could offer interesting investment opportunities for investors in coming years. …
Has the time finally come to invest in japan?
When the consensus view on a particular asset is negative, or at the very least, not particularly optimistic,…
Trouble in Paradise: Investing in Climate Change Mitigation is Not Easy!
The global need to invest in de-carbonisation efforts is clear. Carbon and other greenhouse gas emissions from human…
Forget the 70s, It Could Be the 1940s We Are Reliving!
The Consumer Price Index (CPI), a measure of inflation in the US, spent much of the 1990s below…