Why the US Economy is Racing Ahead of the Pack
Last week we wrote about why US stocks are so dominant in global markets and why, long-term, we…
Why US Stocks Dominate the Global Market… And Why They Should Core to Your Portfolio
If you’ve been hearing the phrase “TINA” in financial conversations in recent years, it might sound like an…
The Danger of Overthinking: Why Less is More for Retail Investors
Investing is like a maze. The more you wander through it without a clear strategy, the more likely…
Trump Tariffs, What Is Likely to Happen?
When it comes to international trade, President Elect Donald Trump has consistently positioned himself as a proponent of…
What Trump’s Presidential Victory Means for Investors
What does the Trump election victory in the US mean for investors? One of the cornerstones of Trump’s…
Earnings Season So Far…
We’re now a couple of weeks into earnings season for the third quarter of 2024 and we have…
Ar-gen-tina! Ar-gen-tina!
Argentina has been making headlines as a potential hotspot for international investment, and much of this newfound attention…
Inflation in the 2020s: Transitory or Structural?
When inflation started to surge globally in 2021, many economists and policymakers debated whether it was “transitory” or…
Unlocking the Potential of the UK Economy: Why UK Equities Could Offer Long-Term Upside
In recent years, UK equity markets have struggled to keep pace with global competitors. With sluggish economic growth…
A Major Melt-Up in Stock Prices? Lessons from the 1990s
The stock market is often complicated and unpredictable, but sometimes, the conditions align in such a way that…