Are We in a Stock Market Bubble?
Many people worry about the possibility of a stock market bubble. A bubble happens when the price of…
State of Play for the US Economy in 2025
The US economy has been performing well lately, growing at a healthy rate of 2-3% annually. But will…
The AI Revolution: The New Paradigm Shift
When we think about the transformative power of technology, it’s easy to focus on the inventions themselves: the…
Why the US Economy is Racing Ahead of the Pack
Last week we wrote about why US stocks are so dominant in global markets and why, long-term, we…
Trump Tariffs, What Is Likely to Happen?
When it comes to international trade, President Elect Donald Trump has consistently positioned himself as a proponent of…
What Trump’s Presidential Victory Means for Investors
What does the Trump election victory in the US mean for investors? One of the cornerstones of Trump’s…
Earnings Season So Far…
We’re now a couple of weeks into earnings season for the third quarter of 2024 and we have…
Ar-gen-tina! Ar-gen-tina!
Argentina has been making headlines as a potential hotspot for international investment, and much of this newfound attention…
Inflation in the 2020s: Transitory or Structural?
When inflation started to surge globally in 2021, many economists and policymakers debated whether it was “transitory” or…
Unlocking the Potential of the UK Economy: Why UK Equities Could Offer Long-Term Upside
In recent years, UK equity markets have struggled to keep pace with global competitors. With sluggish economic growth…