In recent years, interest in ESG (Environmental, Social, and Governance) investing has grown exponentially. Once a niche strategy, this approach to investing has become so popular...

Environmental, social, and governance (ESG) investing sounds like a simple concept: invest in companies with sustainable practices, and hopefully generate some good returns. ...

REPLAY: US 10-yr government bond yields fell 0.75% from recent highs. The US dollar index is down near double-digits. The S&P 500 rose 15% since October. Overseas equities...

ADOPTION: Tech stocks are 40% of the S&P 500 index. This is double the weight in the rest of the world. It has been the biggest driver of the US's dramatic 13-year...

SUPPLY: Apple (AAPL) is world’s largest market cap stock, makes 60% its $400 billion sales outside US, and has one of the world’s biggest supply chains. It has long published its...

Investors are always looking to gain the upper hand when investing. This generates a constant pursuit of data and information which can offer that. Since traditional analysis does...

2023: China is the global wild card for 2023. The world’s second largest economy could be the only one to pick up next year. This would be a crucial bulwark against rising global...

SANTA: Much is made of the strong December seasonal performance of the S&P 500. Yet this is left well behind by the typically stronger performance in the rest of the world...

CRYPTO: Bitcoin has hit new lows for this ‘crypto winter’. The FTX bankruptcy is just latest in this year’s string of self-inflicted damage. Uncertainty is high and may continue....

OUTLOOK: We are positive about the 2023 market outlook, but recognise risks are high. We see lower inflation and an end to rate hikes giving some needed valuation relief. Just as...