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…
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…
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,…
Earnings season review (so far): looking good
At time of writing, 379 out of the 500 companies which make up the S&P 500 Index have…
The Magnificent Seven… Far from Apples-to-Apples
One of the things you learn when joining the world of professional investing, as an eager junior analyst,…
What is the most important factor in investing?
What are the primary factors which determine the long-term returns on any particular investment decision? Whether you are…