Read More 2 minute read OOther News The Chip Sector is Getting Dragged into Politics… And Creating Opportunity for Investors22 July, 20241.3K views Automation, digitalisation, and now artificial intelligence are driving one of the biggest long-term structural trends in the world…
Read More 2 minute read OOther News A Return to Boring Politics Could Bode Well for UK Assets15 July, 20241.3K views The recent UK general election, where Labour secured a landslide victory with a relatively centrist and technocratic leader…
Read More 2 minute read OOther News Consumer Staples Shine Amidst AI Market Frenzy: A Guide for Retail Investors8 July, 20241.4K views Over the past 18 months, the stock market has been buzzing about the rise of artificial intelligence (AI)…
Read More 3 minute read OOther News An Update to Our View on Crypto and Bitcoin1 July, 20241.7K views Bitcoin and other cryptocurrencies have generated significant investor attention over the past decade, with many touting them as…
Read More 3 minute read OOther News Could the Winners of the AI Story be Right In Front of Us?24 June, 2024881 views Two big tech companies could be on the cusp of reaping significant rewards from artificial intelligence (AI): Apple…
Read More 3 minute read OOther News Beaches, Barbeques, and Lessons for All Investors17 June, 20241.3K views I was recently lucky enough to spend a week cycling in the Outer Hebrides. We camped every evening…
Read More 3 minute read OOther News Should Investors Worry About Slowing US Consumer Spending?10 June, 20241.3K viewsNo comments There have been growing rumblings in the financial media about the possibility of a weakening US consumer. Despite…
Read More 3 minute read OOther News Three Big Reasons to be Long-Term Bullish on US Stocks3 June, 20241.8K views Today the US economy is experiencing a profound transformation, driven by three major trends that are fundamentally reshaping…
Read More 3 minute read OOther News Politics Really Does Not Matter That Much to Equity Markets28 May, 20241.3K views When examining the interplay between politics and the economy, one might assume that political stability and consensus are…
Read More 2 minute read OOther News Rally, Rally, Rally!20 May, 20241.9K views Year to date, the S&P 500 has risen by 12%, while the Nasdaq Index has seen an impressive…