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%…
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…