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…
What did we learn this corporate earnings season?
Corporate earnings season for the second quarter of 2023 is close to completion now, with most listed companies…
The butterfly effect: Lurches in energy markets
It is rare in any sector of the economy for talks between a trade union and employers to…
Beware looking for reasons to worry…
A classic staple of past bull market cycles has been the proclivity of markets and market participants to…
Some takeaways from earnings season so far
We are a couple of weeks into earnings season for the second quarter of 2023, with most of…
Markets turning bullish… but valuations and strategy still matter
Equity markets are undoubtedly in a bullish mood, with positive market sentiment and a broadening out of the…
Could we see a major equity rally in the second half of 2023?
The end of last year saw sentiment towards risk assets and in particular equities become very pessimistic. The…
Perceptions vs. Reality
As investors taking actions day-to-day, month-to-month, year-to-year, it is easy to get lost in the data, the news…