Webinars
This week we also scoot around the world at sector and country valuations. Where looks [...]
Articles
Are we headed for Tech Boom 2.0? There are considerable parallels between the tech boom [...]
Performance
In May, the AI stocks continued to lead the charge, pushing stock markets higher. Our [...]
The Reserve Bank of Australia has held rates again and hasn’t added a hawkish bias [...]
It’s amazing how two economists can see the macroeconomy so differently. Judo Bank chief economist [...]
This is the second in a series of four posts I’m publishing on the contrarian [...]
Runaway inflation is the theme du jour. “Protect your portfolio from hyperinflation” scream headlines from [...]
April continued the March boom, with the US leading the way, buoyed by a swift [...]
Did you know that Baby Boomers are far more likely to excluded vices from their [...]
The Q1 2021 reporting season is in full swing in the US, Europe and Japan [...]
The stock market tends to be driven by narrative. For much of last year, the [...]
March was a month for value stocks to shine. Global markets boomed, up 5% and [...]
Over the last few months, there has been an increase in analysts calling a commodity [...]
After a short-squeeze distraction in January, February saw the attention back on fundamentals: corporate earnings, [...]
There are plenty of inflationistas who have been forecasting an apocalypse for a dozen years. [...]
While rising inflation expectations were a minor feature in January, in February markets reflected higher [...]
January saw equity markets take a breather after a strong rally into the end of [...]
There has been a lot written about the Gamestop saga in the last week. I [...]
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November saw equity market returns surge on the back of US election result clarity and [...]