RESOLUTIONS: This year has been one to financially forget for most. Commodities is the only asset glass in the green, and energy one of the few sectors up. But our latest global...

GROWTH: The renewables investment boom is increasingly strong and visible. It’s underpinned by the Paris Agreement goals to limit global temperature rise to 1.5 °C. And has been...

HOUSING: Real estate is under pressure world-wide as interest rates have been aggressively hiked to levels not seen in over a decade. Global real estate stocks have fallen 24%...

TREND: Tuesday’s November US inflation report is the most important remaining data point of the year. More so after S&P 500’s recent double digit rally that is increasingly...

SUPPORT: Bad investor sentiment has been a contrarian help to the recent rally, and remains a key support. If everyone is bearish there are few left to sell, and many could buy....

GAP: A yawning chasm has opened up between the 40% fall in oil prices from recent highs versus flat oil stocks (see chart). Something is going to give. We think the risk is oil...

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...