VOLATILITY: Equity volatility has plunged to a post-covid low on both sides of the Atlantic. The VIX ‘fear gauge’ is down near 40% this year, well under its own long term average...

ON OWN: Crypto surged again, with Bitcoin (BTC) back to $30,000 and up 80% this year. Bitcoin led as the SEC crackdown on altcoin ‘securities’ drove a performance wedge through...

There are few areas of technology that are as exciting — and more disruptive — than Web3. Still in its infancy today, Web3 looks set to have a huge impact on both the global...

NATGAS: Prices on both sides of the Atlantic have shown signs of life after their dramatic plunges this year. It’s a timely reminder that natgas is amongst the most volatile...

When OpenAI released ChatGPT last November, the chatbot reached the million user milestone in a mere four days —  setting a new tech record for the fastest-growing app of all...

AI is, without a doubt, the hottest investment trend of 2023. Is this just short-lived hype, or will AI stocks continue to soar? AI (short for artificial intelligence) has...

REBOUND: With the peak summer holiday season well underway the so-called BEACH travel and tourism stocks are doing very well. Our global and European leisure stock baskets of...

FEARS: The developed world’s highest headline inflation. Still rising core inflation. 19% food price rises. 12 central bank rate hikes. And investors aggressively pricing four...

SPIRITS: Equity animal spirits are reawakening after 18 months of hibernation. The S&P 500 is in bull market territory. Market volatility low. Tech stock leadership is...

LEADING: Japan is the best performing major stock market this year, up 23% in US dollar terms, doubling from its pandemic low, and closing in on the all-time-high from 1989 when...