While the term “luxury” can be hard to define, it’s not hard to spot luxury goods. Rolex watches, Louis Vuitton handbags, Chanel sunglasses, and Tiffany & Co jewellery are...

HALF TIME: US earnings have passed the half-time hump, with Europe catching up fast. There has been more individual company drama than we would have liked, particularly with ‘big...

UH-OH: As if investors needed another reason to be cautious right now, it’s nearly May!  One of the most famous finance adages says, ‘sell in May, and go away’. There is some...

RETEST: Markets are retesting year-to-date lows. The dramatic Fed interest rate pivot has driven up bond yields, a sharp valuation derating, rotation from Tech, and now stoking...

MOJO: On Saturday Berkshire Hathaway (BRK.B), the largest US non-tech company, will host its ‘carnival of capitalism’ annual meet live from Omaha for the first time since 2019. It...

NOT JUST NETFLIX: Our ‘work-from-home’ (WFH) stock basket has slumped 23% this year, double the S&P 500 fall, and it has now given back all its post-pandemic outperformance...

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....