What Is Happening in Markets? An Update… And Reasons to Stay Calm
Recently financial markets have been shaken and while these things are usually complicated, three key issues tell most…
Could the Answer to Outperformance in 2025 be to Buy European?
In euro terms, European equities have outperformed significantly this year, with the MSCI Europe index posting a 9%…
How Weight Loss Drugs are Changing the World… In Unexpected Ways
As poor diets and rising obesity become more widespread, new weight-loss drugs like Ozempic and Wegovy are being…
What is the Bull Case for the Global Economy?
In a year dominated by uncertainty so far, with geopolitics, trade tensions, and interest rate uncertainty affecting markets,…
The Sooner We Get Clarity on Tariffs, the Better!
The US stock market has been going through a rough patch over the past month, and the main…
Health trends in China: a pharmaceutical investment opportunity
China is facing a growing public health challenge in the form of rising rates of overweight and obesity,…
Are Tariffs Spooking Markets?
Financial markets had been betting that President Trump was bluffing about his latest round of tariffs on Mexico…
Why Are European Stocks Doing Better Than US Stocks in 2025?
If you’ve been following the stock market this year, you might have noticed something unusual: European stocks are…
Who Could Be the Winner’s from Trump’s Tariffs?
At the start of his second term, US President Donald Trump has started implementing new tariffs on various…
Could Inflation Fall Much Lower Than Markets Think?
As we progress through 2025, there’s a compelling argument to be made that financial markets may be underestimating…