The Fed Should Cut Rates
Back in December, the US Federal Reserve hit pause on its long-anticipated interest rate cutting cycle. Policymakers were…
An Update on the Magnificent 7… and the US Dollar
The story of this year has been global stock markets outperforming US markets. But recently, the US market…
Insights from Major Retailers: The State of the Consumer
In recent weeks, many large US retailers have published their latest financial results. These include major names like…
Why We’re Bullish on Latin America: Brazil and the Opportunity of Being in the Middle
In a world increasingly shaped by strategic rivalry between the United States and China, Brazil and other medium-sized…
US Inflation: No News is Good
In April, the overall rate of inflation in the United States came in at 2.3% compared to the…
How to Look Through the Noise and Invest Like the Best
It’s always easy with hindsight to say that when markets sell off, the smart thing to do is…
Has Sentiment Bottomed… And Should You Buy US Stocks Now?
There is a lot of fear about holding US assets right now. This fear is exactly what makes…
This Earnings Season is a Big One!
Earnings season is when publicly traded companies report revenues, profits, and cash flows earned in the last quarter.…
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%…