A Year of Change: What to Look Out For in 2024
Last year we predicted that the end of 2023 could see a strong rally in risk assets. We…
An outlook for 2024… Three reasons to be bullish!
As of writing, 2023 has been a strong year for risk assets. S&P 500 is up +22% year-to-date,…
The nuclear renaissance is here… and the investment upside is significant
At Dominion we spend much of our time researching and thinking about the future. What will the world’s…
‘It’s all just big tech’… Why this market isn’t that different from the past
It’s common to hear people talk about equity markets these days as though the only stocks that matter…
You’ve got to be in it to win it
What a difference a month makes in financial markets. At the end of October, equity markets had seen…
Sticky, Sticky Sentiment
The latest consumer sentiment data from the United States has continued to weaken, with another reading indicating that…
Time for Some Creative Destruction?
Creative destruction is a concept in economics that describes a process in which new innovations replace and make…
When all about you are losing their heads… Buy the dip
“If you can keep your head when all about youAre losing theirs and blaming it on you,If you…
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…