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