Our world runs on energy. Whether it's human beings generating their energy from the food they eat, modes of transportation using oil and gas, our homes, our offices, or various...

LOWER GROWTH: The IMF cut its global real GDP growth forecast for this year from 4.4% to 3.6%, led by the Ukraine (-35% GDP) war and higher inflation (5% in developed world)...

‘ALT. ASSETS’: Investors are looking for more diversification, with both equities and bonds weaker, and higher inflation more permanent. Real estate (REITs) was the best...

HOW MUCH: Crypto assets continue to rise in popularity, despite their recent price sell-off. 29% of polled investors in our global survey now own, up  3 points from the Q4 survey....

MIXED BLESSING: Soaring used car prices has been a big driver of inflation, sign of snarled auto supply chains, and has given automakers, dealers, and renters some rare pricing...

GIVING UP? After outperforming the US earlier this year, Europe ex UK (EZU) equities have slumped under the weight of the Ukraine war and Russia sanctions, high oil prices and...

JUST STARTING: Secular growth ‘thematic’ investing, as opposed to in traditional sectors and geographies, has stayed popular despite the sharp correction in high flying disruptive...

SLUMP: The Japanese Yen (JPY) has slumped through 125 vs the USD, back to 2015 levels. The currency of the world’s no.3 economy and stock market has performed on par with ...

UTILITIES: We have seen a ‘stealth’ rally in utilities (XLU, @Utilities) stocks this year. They are only lagging the high-flying energy sector (see chart). This reflects a recent...

UPSIDE RISK: US and allies have dramatic plans to sell oil from their emergency ‘strategic petroleum reserves’ (SPR) to contain $100+ oil prices. The US is targeting sales of 1.0m...